Golden State Wealth Management, LLC ISHARES ADVANTAGE Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
439
Previous 341 28.74%
Holding current value
$13.2 Million
Previous $9.84 Million 34.49%
% 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
98 Added 28.74%
439 $13.2 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-341 Reduced 50.0%
341 $9.84 Million
Q1 2025

Apr 23, 2025
BUY
N/A
344 Added 101.78%
682 $0
Q4 2024

Jan 28, 2025
BUY
N/A
338 New
338 $10.2 Million
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