Golden State Wealth Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 11,436 shares of CFA stock, worth $941,068. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,436

Previous 12,249 6.64%

Holding current value

$941,068

Previous $1.03 Million 93288.2%

% of portfolio

0.14%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$81.8 - $88.86 $66,503 - $72,243	-813 Reduced 6.64%	11,436 $966 Million
Q1 2025 Apr 23, 2025	BUY	$81.8 - $88.86 $45,071 - $48,961	551 Added 4.71%	12,249 $1.03 Million
Q4 2024 Jan 28, 2025	SELL	$84.54 - $91.18 $79,383 - $85,618	-939 Reduced 7.43%	11,698 $993 Million
Q1 2022 May 19, 2022	BUY	$69.35 - $77.79 $876,375 - $983,032	12,637 New	12,637 $936,000
Q1 2022 May 16, 2022	SELL	$69.35 - $77.79 $1.05 Million - $1.18 Million	-15,115 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$71.27 - $77.81 $1.08 Million - $1.18 Million	15,115 New	15,115 $1.17 Million
Q1 2021 May 14, 2021	SELL	$61.37 - $67.29 $3.52 Million - $3.86 Million	-57,339 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$53.94 - $62.29 $345,755 - $399,278	-6,410 Reduced 10.06%	57,339 $3.57 Million
Q3 2020 Nov 12, 2020	SELL	$50.19 - $56.71 $3.05 Million - $3.45 Million	-60,829 Reduced 48.83%	63,749 $3.46 Million
Q2 2020 Aug 13, 2020	BUY	$40.26 - $54.33 $5.02 Million - $6.77 Million	124,578 New	124,578 $6.29 Million
Q2 2020 Aug 11, 2020	SELL	$40.26 - $54.33 $136,038 - $183,581	-3,379 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$36.19 - $58.24 $122,286 - $196,792	3,379 New	3,379 $143,000

Others Institutions Holding CFA

# of Institutions

Shares Held

4.02M

Call Options Held

Put Options Held

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About VICTORY PORTFOLIOS II SHS US 5

Ticker CFA
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Golden State Wealth Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History