Golden State Wealth Management, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 250 shares of CGW stock, worth $15,972. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 282
11.35%
Holding current value
$15,972
Previous $17.6 Million
8.88%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CGW
# of Institutions
232Shares Held
6.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY871KShares$55.6 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.506KShares$32.3 Million3.03% of portfolio
-
Ubs Group Ag498KShares$31.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC433KShares$27.6 Million0.0% of portfolio
-
Weatherly Asset Management L. P.400KShares$25.5 Million2.15% of portfolio