Goldstone Financial Group, LLC First Tr ETF Viii Tcw Opportun Transaction History

Goldstone Financial Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 15, 2025	SELL	$40.92 - $44.8 $1.2 Million - $1.31 Million	-29,205 Closed	0 $0
Q3 2023 Jan 15, 2025	BUY	$41.98 - $44.5 $142,857 - $151,433	3,403 Added 13.19%	29,205 $1.23 Billion
Q2 2023 Jan 15, 2025	BUY	$44.02 - $45.59 $402,606 - $416,966	9,146 Added 54.91%	25,802 $1.14 Billion
Q1 2023 Jan 15, 2025	BUY	$43.57 - $45.9 $725,701 - $764,510	16,656 New	16,656 $751 Million

358

100M

Get notified when there are updates to the investment portfolio of Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Goldstone Financial Group, LLC with notifications on news.