Golden State Wealth Management, LLC Closed Holding Positions

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IEP
Icahn Enterprises L.P.

Industrials
Q2 2020 Filed on Aug 11, 2020
2,500
$45.32 - $52.83 $113K - $132K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2020 Filed on Aug 11, 2020
372
$40.37 - $47.5 $15K - $17.7K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2020 Filed on Aug 11, 2020
456
$35.99 - $40.49 $16.4K - $18.5K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Aug 11, 2020
16
$45.15 - $54.07 $722 - $865
EZA
Ishares Msci South Africa ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
20
$26.46 - $38.85 $529 - $777
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
194
$35.85 - $45.47 $6.95K - $8.82K
IYY
Ishares Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
36
$60.32 - $80.25 $2.17K - $2.89K
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q2 2020 Filed on Aug 11, 2020
44
$49.38 - $66.46 $2.17K - $2.92K
JAX
J. Alexander'S Holdings, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
147
N/A
J
Jacobs Engineering Group Inc

Industrials
Q2 2020 Filed on Aug 11, 2020
57
$71.6 - $89.51 $4.08K - $5.1K
Jpmorgan Betabuilders
Q2 2020 Filed on Aug 11, 2020
139
N/A
K
Kellogg CO

Consumer Defensive
Q2 2020 Filed on Aug 11, 2020
50
$61.09 - $67.78 $3.05K - $3.39K
KGC
Kinross Gold Corp

Basic Materials
Q2 2020 Filed on Aug 11, 2020
359
$4.42 - $7.56 $1.59K - $2.71K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
89
$42.82 - $54.53 $3.81K - $4.85K
URTH
Ishares Msci World ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
13
$74.4 - $96.9 $967 - $1.26K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
Q2 2020 Filed on Aug 11, 2020
231
$96.79 - $101.79 $22.4K - $23.5K
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2020 Filed on Aug 11, 2020
685
$27.43 - $34.57 $18.8K - $23.7K
IEV
Ishares Tr Europe ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
130
$33.62 - $42.98 $4.37K - $5.59K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2020 Filed on Aug 11, 2020
2,779
$54.37 - $60.39 $151K - $168K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2020 Filed on Aug 11, 2020
335
$36.15 - $43.59 $12.1K - $14.6K
IWC
Russell Micro Cap ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
59
$60.8 - $91.7 $3.59K - $5.41K
EWA
Ishares Msci Australia ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
150
$14.83 - $20.66 $2.22K - $3.1K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q2 2020 Filed on Aug 11, 2020
293
$67.45 - $95.16 $19.8K - $27.9K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2020 Filed on Apr 17, 2020
18,962
$50.33 - $56.09 $954K - $1.06M
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 17, 2020
1,090,648
N/A
Blackrock Munihldgs Fd Ii In
Q1 2020 Filed on Apr 17, 2020
20,828
N/A
Listed Fd Tr
Q1 2020 Filed on Apr 17, 2020
64,493
N/A
FSS
Federal Signal Corp

Industrials
Q1 2020 Filed on Apr 17, 2020
27,766
$23.94 - $34.83 $665K - $967K
CXP
Columbia Property Trust, Inc.

Real Estate
Q1 2020 Filed on Apr 17, 2020
41,215
N/A
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q1 2020 Filed on Apr 17, 2020
207,884
$35.02 - $44.64 $7.28M - $9.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 17, 2020
23,161
$38.4 - $61.03 $889K - $1.41M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
Q1 2020 Filed on Apr 17, 2020
24,758
$9.96 - $13.7 $247K - $339K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2020 Filed on Apr 17, 2020
676,474
$49.95 - $81.47 $33.8M - $55.1M
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q1 2020 Filed on Apr 17, 2020
64,508
$24.46 - $39.26 $1.58M - $2.53M
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