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Valued Advisers Tr shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6k 256 25.67
2025-06-30 $6.4k 256 25.04

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Valued Advisers Tr

Kovitz Investment Group Partners
Royal Bank of Canada
Colony
Gts Securities
Northwestern Mutual Wealth Management Company
UBS Group
Intl Fcstone
Northern Trust
Morgan Stanley
Glen Eagle Advisors
Golden State Wealth Management
Advisor Group Holdings

View all funds holding Valued Advisers Tr