Number of Shares
133
Previous 113 17.7%
Holding current value
$13.4 Million
Previous $11.4 Million 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025

BUY
N/A
20 Added 17.7%
133 $13.4 Million
Q1 2025

Apr 24, 2025

SELL
N/A
-113 Reduced 50.0%
113 $11.4 Million
Q1 2025

Apr 23, 2025

BUY
N/A
226 New
226 $0
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.