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Legg Mason Etf Invt Tr clearbridge di shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Legg Mason Etf Invt Tr clearbridge di (YLDE) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Legg Mason Etf Invt Tr clearbridge di

202020212022202320242025200k400k600k4k6k8k10k12k
Value ($)Share countHistorical YLDE position of Golden State Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Legg Mason Etf Invt Tr clearbridge di 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 Legg Mason Etf Invt Tr clearbridge di by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $598k 12k 50.78
2020-09-30 $111k 3.4k 32.65
2020-06-30 $414k 12k 33.80
2020-03-31 $110k 4.2k 26.19

More positions owned by Golden State Wealth Management

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First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Hsbc Long MF Closed and MF Open (WINN)
Spdr Portfolio MF Closed and MF Open (SPAB)
Nvidia Corp Common Stock (NVDA)
SPDR S&P MF Closed and MF Open (SPY)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (FTCS)
Alphabet Common Stock (GOOGL)
Blackstone Common Stock (BX)
Microsoft Corp Common Stock (MSFT)

View all positions for Golden State Wealth Management

Top funds holding Legg Mason Etf Invt Tr clearbridge di

Shira Ridge Wealth Management
Bank of New York Mellon
LPL Financial
Oppenheimer Asset Management
Hamilton Capital Management
Cetera Investment Advisers
Citadel Advisors
Golden State Wealth Management
Envestnet Asset Management
Pnc Financial Services
Alta Wealth Advisors
Stonebridge Financial Group
Commonwealth Equity Services
Janney Montgomery Scott
Susquehanna International

View all funds holding Legg Mason Etf Invt Tr clearbridge di