Golden State Wealth Management, LLC Principal ETF U S Mega Cap Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 184,789 shares of USMC stock, worth $11.4 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

184,789

Previous 158,878 16.31%

Holding current value

$11.4 Million

Previous $6.78 Million 163536.02%

% of portfolio

1.66%

Previous 1.33%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$56.37 - $61.98 $1.46 Million - $1.61 Million	25,911 Added 16.31%	184,789 $11.1 Billion
Q1 2022 May 19, 2022	BUY	$39.61 - $44.6 $1.75 Million - $1.97 Million	44,135 Added 38.46%	158,878 $6.78 Million
Q1 2022 May 16, 2022	SELL	$39.61 - $44.6 $1.55 Million - $1.74 Million	-39,096 Reduced 25.41%	114,743 $4.24 Million
Q4 2021 Feb 14, 2022	BUY	$40.14 - $44.69 $537,675 - $598,622	13,395 Added 9.54%	153,839 $6.82 Million
Q3 2021 Nov 15, 2021	BUY	$39.72 - $42.12 $766,198 - $812,494	19,290 Added 15.92%	140,444 $5.66 Million
Q2 2021 Aug 12, 2021	BUY	$37.06 - $39.72 $237,591 - $254,644	6,411 Added 5.59%	121,154 $4.81 Million
Q1 2021 May 14, 2021	BUY	$34.92 - $36.96 $786,188 - $832,117	22,514 Added 24.41%	114,743 $4.24 Million
Q4 2020 Jan 28, 2021	BUY	$31.45 - $35.67 $296,007 - $335,726	9,412 Added 11.36%	92,229 $3.29 Million
Q3 2020 Nov 12, 2020	BUY	$30.16 - $34.81 $51,754 - $59,733	1,716 Added 2.12%	82,817 $2.73 Million
Q2 2020 Aug 13, 2020	BUY	$24.96 - $30.92 $2.02 Million - $2.51 Million	81,101 New	81,101 $2.44 Million
Q2 2020 Aug 11, 2020	SELL	$24.96 - $30.92 $1.7 Million - $2.1 Million	-67,966 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$22.99 - $32.83 $1.56 Million - $2.23 Million	67,966 New	67,966 $1.76 Million

Others Institutions Holding USMC

# of Institutions

Shares Held

13.2M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL ETF U S MEGA-CAP

Ticker USMC
Sector ETFs
Industry ETFs

More about USMC

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 Principal ETF U S Mega Cap Transaction History