Golden State Wealth Management, LLC Ishares Tr Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,827 shares of MBB stock, worth $268,762. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,827
Previous 2,569
10.04%
Holding current value
$268,762
Previous $241 Million
11.53%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding MBB
# of Institutions
1,073Shares Held
396MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio