Golden State Wealth Management, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
142,041
Previous 101,096 40.5%
Holding current value
$2.26 Billion
Previous $1.43 Billion 58.09%
% of portfolio
0.27%
Previous 0.21%

Shares

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

Aug 06, 2025
BUY
N/A
40,945 Added 40.5%
142,041 $2.26 Billion
Q1 2025

Apr 24, 2025
SELL
N/A
-61,495 Reduced 37.82%
101,096 $1.43 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
36,747 Added 29.2%
162,591 $0
Q4 2024

Jan 28, 2025
BUY
N/A
125,844 New
125,844 $1.66 Billion
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