Golden State Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 36,359 shares of FDL stock, worth $1.59 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
36,359
Previous 35,137 3.48%
Holding current value
$1.59 Million
Previous $1.47 Billion 7.29%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 03, 2025
BUY
$41.96 - $44.59 $51,275 - $54,488
1,222 Added 3.48%
36,359 $1.58 Billion
Q2 2025

Aug 06, 2025
BUY
$38.19 - $43.19 $81,764 - $92,469
2,141 Added 6.49%
35,137 $1.47 Billion
Q1 2025

Apr 24, 2025
SELL
$39.69 - $43.83 $1.31 Million - $1.45 Million
-32,969 Reduced 49.98%
32,996 $1.43 Billion
Q1 2025

Apr 23, 2025
BUY
$39.69 - $43.83 $1.9 Million - $2.09 Million
47,763 Added 262.41%
65,965 $2.87 Million
Q4 2024

Jan 28, 2025
BUY
$39.59 - $43.95 $720,617 - $799,977
18,202 New
18,202 $733 Million
Q4 2020

Jan 28, 2021
SELL
$25.5 - $30.51 $56,482 - $67,579
-2,215 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$24.81 - $27.46 $54,954 - $60,823
2,215 New
2,215 $58,000
Q2 2020

Aug 11, 2020
SELL
$21.3 - $29.06 $406,297 - $554,319
-19,075 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$19.15 - $32.68 $365,286 - $623,371
19,075 New
19,075 $426,000

Others Institutions Holding FDL

# of Institutions
482
Shares Held
86.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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