Golden State Wealth Management, LLC Pacer Fds Tr Benchmark Data & Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 13 shares of SRVR stock, worth $388. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13
Holding current value
$388
% of portfolio
0.0%

Shares

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

Jan 28, 2025
BUY
$29.34 - $32.61 $381 - $423
13 New
13 $397,000
Q4 2020

Jan 28, 2021
SELL
$34.07 - $36.95 $43,711 - $47,406
-1,283 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$34.18 - $37.76 $43,852 - $48,446
1,283 New
1,283 $45,000

Others Institutions Holding SRVR

# of Institutions
113
Shares Held
8.87M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
  • Ticker SRVR
  • Sector ETFs
  • Industry ETFs
More about SRVR
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email