A detailed history of Golden State Wealth Management, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 17,242 shares of FSMB stock, worth $340,874. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,242
Previous 34,484 50.0%
Holding current value
$340,874
Previous $685,000 49914.31%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 24, 2025

SELL
$19.8 - $19.97 $341,391 - $344,322
-17,242 Reduced 50.0%
17,242 $343 Million
Q1 2025

Apr 23, 2025

BUY
$19.8 - $19.97 $294,445 - $296,973
14,871 Added 75.82%
34,484 $685,000
Q4 2024

Jan 28, 2025

BUY
$19.8 - $20.06 $388,337 - $393,436
19,613 New
19,613 $389 Million

Others Institutions Holding FSMB

About FIRST TR ET FD III SHORT DURAT


  • Ticker FSMB
  • Sector ETFs
  • Industry ETFs
More about FSMB
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.