Golden State Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,311 shares of CDL stock, worth $227,863. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,311
Previous 3,297 0.42%
Holding current value
$227,863
Previous $220 Million 4.95%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$66.84 - $69.82 $935 - $977
14 Added 0.42%
3,311 $230 Million
Q2 2025

Aug 06, 2025
SELL
$60.77 - $68.5 $41,384 - $46,648
-681 Reduced 17.12%
3,297 $220 Million
Q1 2025

Apr 24, 2025
SELL
$64.2 - $69.24 $255,387 - $275,436
-3,978 Reduced 50.0%
3,978 $272 Million
Q1 2025

Apr 23, 2025
BUY
$64.2 - $69.24 $247,812 - $267,266
3,860 Added 94.24%
7,956 $544,000
Q4 2024

Jan 28, 2025
BUY
$64.34 - $70.57 $263,536 - $289,054
4,096 New
4,096 $268 Million

Others Institutions Holding CDL

# of Institutions
66
Shares Held
2.73M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

CDL Quotes by TradingView
  • Ticker CDL
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