Golden State Wealth Management, LLC ISHARES FLEXIBLE Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
3,103
Previous 4,014 22.7%
Holding current value
$164 Million
Previous $210 Million 22.03%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 06, 2025
SELL
N/A
-911 Reduced 22.7%
3,103 $164 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-4,265 Reduced 51.52%
4,014 $210 Million
Q1 2025

Apr 23, 2025
BUY
N/A
4,012 Added 94.02%
8,279 $0
Q4 2024

Jan 28, 2025
BUY
N/A
4,267 New
4,267 $222 Million
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email