Golden State Wealth Management, LLC SCHWAB ULTRA Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025
Number of Shares
2,064
Previous 4,128 50.0%
Holding current value
$52 Million
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Apr 24, 2025
SELL
N/A
-2,064 Reduced 50.0%
2,064 $52 Million
Q1 2025

Apr 23, 2025
BUY
N/A
4,128 New
4,128 $0
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