Number of Shares
1,990
Previous 4,380 54.57%
Holding current value
$161 Million
Previous $0 Infinity%
% of portfolio
0.02%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
N/A
-2,390 Reduced 54.57%
1,990 $161 Million
Q1 2025

Apr 23, 2025

BUY
N/A
2,510 Added 134.22%
4,380 $0
Q4 2024

Jan 28, 2025

BUY
N/A
1,870 New
1,870 $146 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.