Golden State Wealth Management, LLC Principal Exchange Traded Fund Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 28,111 shares of PSET stock, worth $2.12 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
28,111
Previous 29,409
4.41%
Holding current value
$2.12 Million
Previous $2.16 Billion
1.16%
% of portfolio
0.24%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding PSET
# of Institutions
22Shares Held
894KCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA367KShares$27.7 Million0.46% of portfolio
-
Envestnet Asset Management Inc335KShares$25.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC62.1KShares$4.68 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ37.9KShares$2.85 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY7.48KShares$563,1670.0% of portfolio