Golden State Wealth Management, LLC Principal Exchange Traded Fds Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.49MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT1.05MShares$20.5 Million3.7% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL880KShares$17.2 Million1.19% of portfolio
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Principal Securities, Inc. Des Moines, IA849KShares$16.5 Million0.37% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
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Jpmorgan Chase & CO New York, NY610KShares$11.9 Million0.0% of portfolio