Golden State Wealth Management, LLC Principal ETF U S Mega Cap Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 184,789 shares of USMC stock, worth $11.4 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

184,789

Previous 158,878 16.31%

Holding current value

$11.4 Million

Previous $6.78 Million 163536.02%

% of portfolio

1.66%

Previous 1.33%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$56.37 - $61.98 $1.46 Million - $1.61 Million	25,911 Added 16.31%	184,789 $11.1 Billion
Q1 2022 May 19, 2022	BUY	$39.61 - $44.6 $1.75 Million - $1.97 Million	44,135 Added 38.46%	158,878 $6.78 Million
Q1 2022 May 16, 2022	SELL	$39.61 - $44.6 $1.55 Million - $1.74 Million	-39,096 Reduced 25.41%	114,743 $4.24 Million
Q4 2021 Feb 14, 2022	BUY	$40.14 - $44.69 $537,675 - $598,622	13,395 Added 9.54%	153,839 $6.82 Million
Q3 2021 Nov 15, 2021	BUY	$39.72 - $42.12 $766,198 - $812,494	19,290 Added 15.92%	140,444 $5.66 Million
Q2 2021 Aug 12, 2021	BUY	$37.06 - $39.72 $237,591 - $254,644	6,411 Added 5.59%	121,154 $4.81 Million
Q1 2021 May 14, 2021	BUY	$34.92 - $36.96 $786,188 - $832,117	22,514 Added 24.41%	114,743 $4.24 Million
Q4 2020 Jan 28, 2021	BUY	$31.45 - $35.67 $296,007 - $335,726	9,412 Added 11.36%	92,229 $3.29 Million
Q3 2020 Nov 12, 2020	BUY	$30.16 - $34.81 $51,754 - $59,733	1,716 Added 2.12%	82,817 $2.73 Million
Q2 2020 Aug 13, 2020	BUY	$24.96 - $30.92 $2.02 Million - $2.51 Million	81,101 New	81,101 $2.44 Million
Q2 2020 Aug 11, 2020	SELL	$24.96 - $30.92 $1.7 Million - $2.1 Million	-67,966 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$22.99 - $32.83 $1.56 Million - $2.23 Million	67,966 New	67,966 $1.76 Million

Others Institutions Holding USMC

# of Institutions

Shares Held

13.3M

Call Options Held

Put Options Held

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About PRINCIPAL ETF U S MEGA-CAP

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Golden State Wealth Management, LLC Principal ETF U S Mega Cap Transaction History