Golden State Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SIZE
# of Institutions
71Shares Held
1.67MCall Options Held
0Put Options Held
100-
Black Rock Inc. New York, NY429KShares$66.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC342KShares$52.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc183KShares$28.2 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH163KShares$25.2 Million25.31% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.3 Million7.52% of portfolio