Creative One Wealth, LLC Listed Fds Tr Trueshares Struc Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$31.35 - $33.73 $345,069 - $371,266	-11,007 Reduced 43.07%	14,547 $456,000
Q3 2024 Nov 13, 2024	BUY	$29.77 - $32.21 $760,742 - $823,094	25,554 New	25,554 $823,000
Q1 2024 May 14, 2024	BUY	$27.5 - $30.04 $1.48 Million - $1.62 Million	53,811 New	53,811 $1.62 Million
Q2 2023 Aug 14, 2023	BUY	$26.24 - $28.15 $72,684 - $77,975	2,770 Added 15.81%	20,294 $571,000
Q1 2023 May 15, 2023	BUY	$24.71 - $26.45 $49,296 - $52,767	1,995 Added 12.85%	17,524 $464,000

Q4 2022 Feb 14, 2023	BUY	$23.32 - $25.53 $30,759 - $33,674	1,319 Added 9.28%	15,529 $385,000
Q3 2022 Nov 14, 2022	SELL	$23.34 - $26.12 $559,296 - $625,913	-23,963 Reduced 62.77%	14,210 $332,000
Q2 2022 Aug 12, 2022	BUY	$23.37 - $27.18 $892,103 - $1.04 Million	38,173 New	38,173 $914,000

Others Institutions Holding MARZ

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LISTED FDS TR TRUESHARES STRUC

Ticker MARZ
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