Golden State Wealth Management, LLC Legg Mason ETF Invt Tr Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Legg Mason ETF Invt Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 14,005 shares of YLDE stock, worth $736,382. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,005
Previous 13,625 2.79%
Holding current value
$736,382
Previous $705 Million 4.5%
% of portfolio
0.09%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$46.94 - $52.62 $17,837 - $19,995
380 Added 2.79%
14,005 $737 Million
Q1 2025

Apr 24, 2025
SELL
$49.87 - $52.92 $679,478 - $721,035
-13,625 Reduced 50.0%
13,625 $705 Million
Q1 2025

Apr 23, 2025
BUY
$49.87 - $52.92 $771,738 - $818,937
15,475 Added 131.42%
27,250 $1.41 Million
Q4 2024

Jan 28, 2025
BUY
$49.88 - $53.45 $587,337 - $629,373
11,775 New
11,775 $598 Million
Q4 2020

Jan 28, 2021
SELL
$31.69 - $36.01 $107,746 - $122,434
-3,400 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$30.05 - $34.0 $265,942 - $300,900
-8,850 Reduced 72.24%
3,400 $111,000
Q2 2020

Aug 13, 2020
BUY
$25.04 - $31.95 $306,740 - $391,387
12,250 New
12,250 $414,000
Q2 2020

Aug 11, 2020
SELL
$25.04 - $31.95 $105,168 - $134,190
-4,200 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$22.64 - $33.91 $95,088 - $142,422
4,200 New
4,200 $110,000

Others Institutions Holding YLDE

# of Institutions
31
Shares Held
1.63M
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR

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