Golden State Wealth Management, LLC Closed Holding Positions

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ALGS
Aligos Therapeutics, Inc.

Healthcare
Q4 2024 Filed on Jan 28, 2025
16,860
$7.21 - $41.75 $122K - $704K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
Q4 2024 Filed on Jan 28, 2025
10,448
$13.12 - $14.37 $137K - $150K
ESGS
Columbia ETF Tr Isustainable U

ETFs
Q4 2024 Filed on Jan 28, 2025
10,979
N/A
IIPR
Innovative Industrial Properties Inc

Real Estate
Q4 2024 Filed on Jan 28, 2025
983
$66.64 - $135.61 $65.5K - $133K
LDSF
First Tr ETF Viii Low Duration

ETFs
Q4 2024 Filed on Jan 28, 2025
21,042
$18.74 - $19.18 $394K - $404K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q4 2024 Filed on Jan 28, 2025
36,329
$63.23 - $66.65 $2.3M - $2.42M
TREX
Trex CO Inc

Industrials
Q4 2024 Filed on Jan 28, 2025
8,965
$62.94 - $79.88 $564K - $716K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2024 Filed on Jan 28, 2025
963
$563.99 - $620.12 $543K - $597K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2024 Filed on Jan 28, 2025
13,907
$105.35 - $158.2 $1.47M - $2.2M
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q4 2024 Filed on Jan 28, 2025
3,974
N/A
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q4 2024 Filed on Jan 28, 2025
3,881
$104.5 - $125.64 $406K - $488K
FIF
First Trust Energy Infrastructure Fund

Financial Services
Q4 2024 Filed on Jan 28, 2025
13,762
N/A
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q4 2024 Filed on Jan 28, 2025
21,102
$14.59 - $16.93 $308K - $357K
POOL
Pool Corp

Industrials
Q4 2024 Filed on Jan 28, 2025
3,032
$339.32 - $390.03 $1.03M - $1.18M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2024 Filed on Jan 28, 2025
46,518
$76.21 - $82.24 $3.55M - $3.83M
LIN
Linde PLC

Basic Materials
Q4 2024 Filed on Jan 28, 2025
775
$417.66 - $486.45 $324K - $377K
CODI
Compass Diversified Holdings

Industrials
Q4 2024 Filed on Jan 28, 2025
11,669
$20.56 - $24.27 $240K - $283K
EWC
Ishares Msci Canada ETF

ETFs
Q4 2024 Filed on Jan 28, 2025
8,843
$39.64 - $43.28 $351K - $383K
ELY
Callaway Golf CO

Consumer Cyclical
Q4 2024 Filed on Jan 28, 2025
50,976
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2024 Filed on Jan 28, 2025
5,973
$66.79 - $75.4 $399K - $450K
AOS
Smith A O Corp

Industrials
Q4 2024 Filed on Jan 28, 2025
16,796
$68.02 - $88.94 $1.14M - $1.49M
MP
Mp Materials Corp.

Basic Materials
Q4 2024 Filed on Jan 28, 2025
5,734
$15.6 - $23.11 $89.5K - $133K
EEMA
Ishares Msci Emerging Markets

ETFs
Q4 2024 Filed on Jan 28, 2025
6,475
$71.65 - $82.07 $464K - $531K
LRCX
Lam Research Corp

Technology
Q4 2024 Filed on Jan 28, 2025
513
$70.05 - $814.09 $35.9K - $418K
CHE
Chemed Corp

Healthcare
Q4 2024 Filed on Jan 28, 2025
1,311
$517.44 - $613.19 $678K - $804K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q4 2024 Filed on Jan 28, 2025
10,000
N/A
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2024 Filed on Jan 28, 2025
19,378
$30.48 - $34.2 $591K - $663K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2024 Filed on Jan 28, 2025
10,546
$45.38 - $46.88 $479K - $494K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q4 2024 Filed on Jan 28, 2025
20,335
$7.33 - $7.72 $149K - $157K
ROL
Rollins Inc

Consumer Cyclical
Q4 2024 Filed on Jan 28, 2025
38,604
$46.35 - $51.59 $1.79M - $1.99M
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q1 2022 Filed on May 16, 2022
10,000
$3.24 - $3.87 $32.4K - $38.7K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
4,890
$64.28 - $91.3 $314K - $446K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on May 16, 2022
4,270
$103.82 - $106.76 $443K - $456K
PXD
Pioneer Natural Resources CO

Energy
Q1 2022 Filed on May 16, 2022
1,367
$186.89 - $257.93 $255K - $353K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2022 Filed on May 16, 2022
19,109
$26.57 - $43.62 $508K - $834K
NAVI
Navient Corp

Financial Services
Q1 2022 Filed on May 16, 2022
10,095
$15.96 - $22.26 $161K - $225K
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
655
$279.0 - $342.01 $183K - $224K
CRTX
Cortexyme, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
2,555
$11.35 - $97.17 $29K - $248K
AVEO
Aveo Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
500
$4.69 - $7.4 $2.35K - $3.7K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
200
$55.22 - $74.61 $11K - $14.9K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
100
$14.28 - $19.53 $1.43K - $1.95K
CNP
Centerpoint Energy Inc

Utilities
Q3 2021 Filed on Nov 15, 2021
100
$24.43 - $26.9 $2.44K - $2.69K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
100
$12.99 - $20.47 $1.3K - $2.05K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
100
$257.41 - $401.12 $25.7K - $40.1K
META
Meta Platforms, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
200
$336.95 - $382.18 $67.4K - $76.4K
Call 1 Toll Brothers Inc
Q3 2021 Filed on Nov 15, 2021
200
N/A
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
5,820
$35.55 - $40.23 $207K - $234K
Call 1 Pg&E Corporation
Q3 2021 Filed on Nov 15, 2021
300
N/A
DDD
3 D Systems Corp

Technology
Q3 2021 Filed on Nov 15, 2021
5,150
$24.82 - $38.5 $128K - $198K
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