Golden State Wealth Management, LLC First Trust Nasdaq Technology Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 16,628 shares of TDIV stock, worth $1.34 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

16,628

Previous 30,056 44.68%

Holding current value

$1.34 Million

Previous $1.77 Million 73524.77%

% of portfolio

0.2%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$78.03 - $82.13 $1.05 Million - $1.1 Million	-13,428 Reduced 44.68%	16,628 $1.3 Billion
Q1 2022 May 19, 2022	BUY	$55.04 - $63.88 $459,969 - $533,845	8,357 Added 38.51%	30,056 $1.77 Million
Q1 2022 May 16, 2022	SELL	$55.04 - $63.88 $342,513 - $397,525	-6,223 Reduced 22.29%	21,699 $1.17 Million
Q4 2021 Feb 14, 2022	BUY	$56.25 - $63.48 $73,462 - $82,904	1,306 Added 4.91%	27,922 $1.76 Million
Q3 2021 Nov 15, 2021	BUY	$56.07 - $59.24 $95,879 - $101,300	1,710 Added 6.87%	26,616 $1.5 Million
Q2 2021 Aug 12, 2021	BUY	$54.11 - $57.66 $173,530 - $184,915	3,207 Added 14.78%	24,906 $1.43 Million
Q1 2021 May 14, 2021	BUY	$48.88 - $54.24 $417,435 - $463,209	8,540 Added 64.9%	21,699 $1.17 Million
Q4 2020 Jan 28, 2021	BUY	$41.7 - $49.55 $43,493 - $51,680	1,043 Added 8.61%	13,159 $651,000
Q3 2020 Nov 12, 2020	BUY	$41.5 - $46.86 $502,814 - $567,755	12,116 New	12,116 $530,000

Others Institutions Holding TDIV

# of Institutions

344

Shares Held

20.8M

Call Options Held

7.9K

Put Options Held

View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
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Golden State Wealth Management, LLC First Trust Nasdaq Technology Transaction History