Golden State Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 464,135 shares of FVD stock, worth $20.7 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

464,135

Previous 550,706 15.72%

Holding current value

$20.7 Million

Previous $23.3 Million 86849.51%

% of portfolio

3.03%

Previous 4.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$43.4 - $46.7 $3.76 Million - $4.04 Million	-86,571 Reduced 15.72%	464,135 $20.3 Billion
Q1 2022 May 19, 2022	BUY	$39.95 - $43.09 $8.24 Million - $8.89 Million	206,337 Added 59.92%	550,706 $23.3 Million
Q1 2022 May 16, 2022	SELL	$39.95 - $43.09 $6.48 Million - $6.99 Million	-162,115 Reduced 32.01%	344,369 $13.1 Million
Q4 2021 Feb 14, 2022	BUY	$39.46 - $43.04 $1.17 Million - $1.28 Million	29,682 Added 6.23%	506,484 $21.8 Million
Q3 2021 Nov 15, 2021	BUY	$39.2 - $41.72 $1.64 Million - $1.75 Million	41,915 Added 9.64%	476,802 $18.7 Million
Q2 2021 Aug 12, 2021	BUY	$38.16 - $40.72 $3.45 Million - $3.69 Million	90,518 Added 26.29%	434,887 $17.3 Million
Q1 2021 May 14, 2021	BUY	$34.56 - $38.32 $1.16 Million - $1.29 Million	33,555 Added 10.8%	344,369 $13.1 Million
Q4 2020 Jan 28, 2021	BUY	$31.33 - $35.27 $2.28 Million - $2.57 Million	72,748 Added 30.56%	310,814 $10.9 Million
Q3 2020 Nov 12, 2020	BUY	$29.87 - $32.88 $7.11 Million - $7.83 Million	238,066 New	238,066 $7.49 Million
Q2 2020 Aug 11, 2020	SELL	$26.27 - $33.19 $5.99 Million - $7.56 Million	-227,875 Closed	0 $0
Q1 2020 Apr 17, 2020	SELL	$23.88 - $36.88 $31.1 Million - $48 Million	-1,301,333 Reduced 85.1%	227,875 $6.31 Million
Q4 2019 Feb 13, 2020	BUY	$33.78 - $36.07 $51.7 Million - $55.2 Million	1,529,208 New	1,529,208 $55.1 Million

Others Institutions Holding FVD

# of Institutions

596

Shares Held

144M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

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.

Account

Golden State Wealth Management, LLC First Tr Value Line Divid Inde Transaction History