Golden State Wealth Management »

Rfdi etf shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Rfdi etf (RFDI) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Rfdi etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rfdi etf by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 170 76.71
2025-06-30 $12k 170 72.92
2025-03-31 $11k 170 66.48
2024-12-31 $10k 170 61.46
2019-06-30 $22k 400 55.00
2019-03-31 $33k 584 56.51

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 Rfdi etf

Morgan Stanley
Per Stirling Capital Management
Envestnet Asset Management
Prospera Financial Services
RiverFront Investment Group
Cetera Investment Advisers
Branch Banking & Trust Company
Royal Bank of Canada
Jane Street
UBS Group
LPL Financial
HPM Partners
Baird Financial
CLS Investments
Raymond James Financial

View all funds holding Rfdi etf