Golden State Wealth Management, LLC Closed Holding Positions

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q4 2020 Filed on Jan 28, 2021
1,166
$15.89 - $18.37 $18.5K - $21.4K
Aphria Inc
Q4 2020 Filed on Jan 28, 2021
4,430
N/A
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2020 Filed on Jan 28, 2021
2,577
$12.93 - $13.6 $33.3K - $35K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q4 2020 Filed on Jan 28, 2021
1,500
$34.67 - $66.73 $52K - $100K
FXG
First Tr Exchange Traded First

ETFs
Q4 2020 Filed on Jan 28, 2021
2,000
$47.45 - $52.21 $94.9K - $104K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
Q4 2020 Filed on Jan 28, 2021
14,840
$36.72 - $42.54 $545K - $631K
Abraxas Petroleum
Q4 2020 Filed on Jan 28, 2021
1,000
N/A
Call 8 Fastenal Corp
Q3 2020 Filed on Nov 12, 2020
1
N/A
Call 7 Travelers Cos Inc
Q3 2020 Filed on Nov 12, 2020
2
N/A
EWM
Ishs Msci Malaysia ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
51,532
$25.07 - $27.78 $1.29M - $1.43M
Call 9 Emerson Electric
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 8 Csx Corp
Q3 2020 Filed on Nov 12, 2020
1
N/A
Call 8 Accenture PLC
Q3 2020 Filed on Nov 12, 2020
2
N/A
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
4,284
$52.33 - $57.26 $224K - $245K
Call 8 Corteva Inc
Q3 2020 Filed on Nov 12, 2020
4
N/A
Call 8 Amer Electric Pow
Q3 2020 Filed on Nov 12, 2020
3
N/A
Call 9 Johnson & Johnson
Q3 2020 Filed on Nov 12, 2020
4
N/A
Call 8 Merck & CO
Q3 2020 Filed on Nov 12, 2020
9
N/A
Call 8 Truist Finl Corp
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 8 Southern CO
Q3 2020 Filed on Nov 12, 2020
3
N/A
Call 8 Raytheon Techs CO
Q3 2020 Filed on Nov 12, 2020
4
N/A
Call 8 Union Pacific Cor
Q3 2020 Filed on Nov 12, 2020
3
N/A
Call 8 Walt Disney
Q3 2020 Filed on Nov 12, 2020
7
N/A
Call 8 Williams Sonoma
Q3 2020 Filed on Nov 12, 2020
5
N/A
Call 8 Prologis Inc
Q3 2020 Filed on Nov 12, 2020
6
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Nov 12, 2020
17,698
$50.71 - $55.18 $897K - $977K
Call 8 Phillips 66
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 9 At & T Inc
Q3 2020 Filed on Nov 12, 2020
15
N/A
Call 8 Metlife Inc
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 9 Bank Of Ny Mellon
Q3 2020 Filed on Nov 12, 2020
9
N/A
Call 9 Dow Inc
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 8 U S Bancorp Del
Q3 2020 Filed on Nov 12, 2020
9
N/A
Call 9 Pfizer Inc
Q3 2020 Filed on Nov 12, 2020
19
N/A
Call 7 Starbucks Corp
Q3 2020 Filed on Nov 12, 2020
11
N/A
Call 7 Maxim Integrated
Q3 2020 Filed on Nov 12, 2020
9
N/A
Call 7 Jpmorgan Chase&Co
Q3 2020 Filed on Nov 12, 2020
8
N/A
Bristol Myers
Q3 2020 Filed on Nov 12, 2020
6,774
N/A
Call 7 Chevron Corp
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 7 Intl Business Mac
Q3 2020 Filed on Nov 12, 2020
5
N/A
Call 10 Lowes Companies
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 7 Hasbro Inc
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 7 Exxon Mobil Corp
Q3 2020 Filed on Nov 12, 2020
18
N/A
Call 7 Eaton Corp PLC
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 7 Cvs Health Corp
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 7 Coca Cola Company
Q3 2020 Filed on Nov 12, 2020
10
N/A
Call 10 Procter & Gamble
Q3 2020 Filed on Nov 12, 2020
33
N/A
Call 7 Cisco Systems Inc
Q3 2020 Filed on Nov 12, 2020
23
N/A
Call 7 Automatic Data
Q3 2020 Filed on Nov 12, 2020
2
N/A
Call 7 Amgen Inc
Q3 2020 Filed on Nov 12, 2020
3
N/A
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