Creative One Wealth, LLC Global X Fds Telemedicine & Di Transaction History

Creative One Wealth, LLC

$1.97 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$9.18 - $9.98 $187,391 - $203,721	20,413 New	20,413 $195,000
Q3 2023 Oct 17, 2023	SELL	$8.98 - $12.06 $104,868 - $140,836	-11,678 Reduced 46.09%	13,660 $125,000
Q2 2023 Aug 16, 2023	BUY	$11.08 - $12.05 $85,360 - $92,833	7,704 Added 43.69%	25,338 $295,000
Q2 2023 Aug 14, 2023	SELL	$11.08 - $12.05 $33,871 - $36,836	-3,057 Reduced 14.77%	17,634 $204,000
Q1 2023 May 15, 2023	BUY	$11.04 - $12.99 $16,526 - $19,446	1,497 Added 7.8%	20,691 $243,000
Q4 2022 Feb 14, 2023	BUY	$10.82 - $12.84 $72,429 - $85,950	6,694 Added 53.55%	19,194 $223,000
Q3 2022 Nov 14, 2022	SELL	$11.21 - $13.42 $6,165 - $7,381	-550 Reduced 4.21%	12,500 $141,000
Q2 2022 Aug 12, 2022	SELL	$10.71 - $15.0 $974 - $1,365	-91 Reduced 0.69%	13,050 $151,000
Q1 2022 May 13, 2022	SELL	$12.65 - $16.51 $20,973 - $27,373	-1,658 Reduced 11.2%	13,141 $191,000
Q4 2021 Feb 15, 2022	SELL	$15.72 - $18.83 $112,445 - $134,690	-7,153 Reduced 32.58%	14,799 $244,000
Q3 2021 Nov 16, 2021	BUY	$17.69 - $19.27 $60,110 - $65,479	3,398 Added 18.31%	21,952 $389,000
Q2 2021 Aug 13, 2021	BUY	$17.5 - $20.26 $141,610 - $163,943	8,092 Added 77.35%	18,554 $358,000
Q1 2021 May 17, 2021	BUY	$18.1 - $22.63 $189,362 - $236,755	10,462 New	10,462 $200,000

Others Institutions Holding EDOC

# of Institutions

35

Shares Held

1.53M

Call Options Held

0

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

1.21M
Shares

$11.8 Million
0.06% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

70.5K
Shares

$692,663
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

66.1K
Shares

$648,640
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

32.6K
Shares

$320,033
0.0% of portfolio
Insight Advisors, LLC Newtown, PA

28.8K
Shares

$282,482
0.08% of portfolio

About GLOBAL X FDS TELEMEDICINE & DI

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