Golden State Wealth Management, LLC ISHARES AAA Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
82
Previous 81 1.23%
Holding current value
$4.3 Million
Previous $4.23 Million 1.68%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
1 Added 1.23%
82 $4.3 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-81 Reduced 50.0%
81 $4.23 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-40 Reduced 19.8%
162 $0
Q4 2024

Jan 28, 2025
BUY
N/A
202 New
202 $10.5 Million
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