Golden State Wealth Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 11,698 shares of CFA stock, worth $976,549. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,698
Previous 12,637 7.43%
Holding current value
$976,549
Previous $936,000 106017.2%
% of portfolio
0.15%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$84.54 - $91.18 $79,383 - $85,618
-939 Reduced 7.43%
11,698 $993 Million
Q1 2022

May 19, 2022
BUY
$69.35 - $77.79 $876,375 - $983,032
12,637 New
12,637 $936,000
Q1 2022

May 16, 2022
SELL
$69.35 - $77.79 $1.05 Million - $1.18 Million
-15,115 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$71.27 - $77.81 $1.08 Million - $1.18 Million
15,115 New
15,115 $1.17 Million
Q1 2021

May 14, 2021
SELL
$61.37 - $67.29 $3.52 Million - $3.86 Million
-57,339 Closed
0 $0
Q4 2020

Jan 28, 2021
SELL
$53.94 - $62.29 $345,755 - $399,278
-6,410 Reduced 10.06%
57,339 $3.57 Million
Q3 2020

Nov 12, 2020
SELL
$50.19 - $56.71 $3.05 Million - $3.45 Million
-60,829 Reduced 48.83%
63,749 $3.46 Million
Q2 2020

Aug 13, 2020
BUY
$40.26 - $54.33 $5.02 Million - $6.77 Million
124,578 New
124,578 $6.29 Million
Q2 2020

Aug 11, 2020
SELL
$40.26 - $54.33 $136,038 - $183,581
-3,379 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$36.19 - $58.24 $122,286 - $196,792
3,379 New
3,379 $143,000

Others Institutions Holding CFA

# of Institutions
71
Shares Held
4.03M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
  • Ticker CFA
  • Sector ETFs
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More about CFA
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