Golden State Wealth Management, LLC FIRST TRUST Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Number of Shares
28,823
Previous 32,596 11.58%
Holding current value
$614 Million
Previous $686 Million 10.53%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
N/A
-3,773 Reduced 11.58%
28,823 $614 Million
Q2 2025

Aug 06, 2025
BUY
N/A
32,596 New
32,596 $686 Million
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