Creative One Wealth, LLC Listed Fds Tr Trueshares Struc Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding AUGZ
# of Institutions
16Shares Held
265KCall Options Held
0Put Options Held
0-
Weaver Consulting Group110KShares$4.52 Million1.52% of portfolio
-
Capital Investment Advisory Services, LLC31.6KShares$1.3 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ29.9KShares$1.23 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC29KShares$1.19 Million0.0% of portfolio
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Valtinson Bruner Financial Planning LLC12.8KShares$523,2600.22% of portfolio