Golden State Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 580,107 shares of WINN stock, worth $14.8 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
580,107
Previous 1,050,298 44.77%
Holding current value
$14.8 Million
Previous $26.8 Million 52988.26%
% of portfolio
2.11%
Previous 2.01%

Shares

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

Apr 24, 2025
SELL
N/A
-470,191 Reduced 44.77%
580,107 $14.2 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
487,953 Added 86.77%
1,050,298 $26.8 Million
Q4 2024

Jan 28, 2025
BUY
N/A
562,345 New
562,345 $15.3 Billion

Others Institutions Holding WINN

# of Institutions
95
Shares Held
24.2M
Call Options Held
0
Put Options Held
0
View Full List

About HARBOR ETF TR HARBOR LONG-TERM

WINN Quotes by TradingView
  • Ticker WINN
  • Sector ETFs
  • Industry ETFs
More about WINN
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.

Choose your preferred platform and Sign Up 👇 Telegram Email