Golden State Wealth Management, LLC USMC Holdings History
Golden State Wealth Management, LLC's Principal U.S. Mega-Cap ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 191,599.00 shares of Principal U.S. Mega-Cap ETF(USMC), totaling $10.88 Mil. This investment constitutes 1.62% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.43% of the outstanding Principal U.S. Mega-Cap ETF(USMC) stock.
The initial trade took place in 2021Q2. And since then Golden State Wealth Management, LLC has made 6 purchases of USMC, at an average price of $42.56, for a total of 191,599.00 shares. Based on historical transaction data and USMC's current price of $62.73, Golden State Wealth Management, LLC's estimated gain on his USMC holdings is $3.87 Mil, reflecting a 47.41% gain to date.
Golden State Wealth Management, LLC USMC ($62.73) Holding Chart
Golden State Wealth Management, LLC USMC ($62.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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