Golden State Wealth Management, LLC First Trust Switzerland Alphad Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Trust Switzerland Alphad stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,678 shares of FSZ stock, worth $134,072. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,678
Previous 3,352 49.94%
Holding current value
$134,072
Previous $226,000 50150.88%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 24, 2025
SELL
$62.47 - $70.18 $104,574 - $117,481
-1,674 Reduced 49.94%
1,678 $114 Million
Q1 2025

Apr 23, 2025
BUY
$62.47 - $70.18 $104,574 - $117,481
1,674 Added 99.76%
3,352 $226,000
Q4 2024

Jan 28, 2025
BUY
$62.53 - $70.26 $104,925 - $117,896
1,678 New
1,678 $105 Million
Q1 2022

May 16, 2022
SELL
$57.95 - $71.33 $169,156 - $208,212
-2,919 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$65.63 - $71.57 $191,573 - $208,912
2,919 New
2,919 $208,000

Others Institutions Holding FSZ

# of Institutions
29
Shares Held
838K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SWITZERLAND ALPHAD

FSZ Quotes by TradingView
  • Ticker FSZ
  • Sector ETFs
  • Industry ETFs
More about FSZ
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