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

Golden State Wealth Management, LLC

$673 Billion
Q1 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 13,625 shares of YLDE stock, worth $696,373. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,625

Previous 27,250 50.0%

Holding current value

$696,373

Previous $1.41 Million 49916.31%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

548K

Call Options Held

Put Options Held

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About LEGG MASON ETF INVT TR

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