Golden State Wealth Management, LLC First Trust Switzerland Alphad Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Trust Switzerland Alphad stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,118 shares of FSZ stock, worth $87,069. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,118

Previous 1,153 3.04%

Holding current value

$87,069

Previous $88.2 Million 2.59%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$75.74 - $81.1 $2,650 - $2,838	-35 Reduced 3.04%	1,118 $86 Million
Q2 2025 Aug 06, 2025	SELL	$61.24 - $77.09 $32,151 - $40,472	-525 Reduced 31.29%	1,153 $88.2 Million
Q1 2025 Apr 24, 2025	SELL	$62.47 - $70.18 $104,574 - $117,481	-1,674 Reduced 49.94%	1,678 $114 Million
Q1 2025 Apr 23, 2025	BUY	$62.47 - $70.18 $104,574 - $117,481	1,674 Added 99.76%	3,352 $226,000
Q4 2024 Jan 28, 2025	BUY	$62.53 - $70.26 $104,925 - $117,896	1,678 New	1,678 $105 Million

Q1 2022 May 16, 2022	SELL	$57.95 - $71.33 $169,156 - $208,212	-2,919 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$65.63 - $71.57 $191,573 - $208,912	2,919 New	2,919 $208,000

Others Institutions Holding FSZ

# of Institutions

Shares Held

889K

Call Options Held

Put Options Held

3.3K

View Full List

About FIRST TRUST SWITZERLAND ALPHAD

Ticker FSZ
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Golden State Wealth Management, LLC First Trust Switzerland Alphad Transaction History