GSWM
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Golden State Wealth Management’s Kovitz Core Equity ETF EQTY Stock Holding History

Golden State Wealth Management’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.41K Buy
+256
New +$6.41K ﹤0.01% 1179