Creative One Wealth, LLC Columbia ETF Tr Ii Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Creative One Wealth, LLC holds 23,412 shares of XCEM stock, worth $704,935. This represents 0.03% of its overall portfolio holdings.

Number of Shares
23,412
Previous 18,682 25.32%
Holding current value
$704,935
Previous $596,000 28.19%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$30.17 - $33.79 $142,704 - $159,826
4,730 Added 25.32%
23,412 $764,000
Q2 2024

Aug 14, 2024
SELL
$29.7 - $31.92 $20,196 - $21,705
-680 Reduced 3.51%
18,682 $596,000
Q1 2024

May 14, 2024
BUY
$28.71 - $31.12 $137,434 - $148,971
4,787 Added 32.84%
19,362 $602,000
Q4 2023

Feb 09, 2024
BUY
$26.18 - $30.31 $53,014 - $61,377
2,025 Added 16.14%
14,575 $441,000
Q3 2023

Oct 17, 2023
SELL
$27.22 - $29.75 $79,618 - $87,018
-2,925 Reduced 18.9%
12,550 $344,000
Q2 2023

Aug 14, 2023
SELL
$26.54 - $29.34 $27,389 - $30,278
-1,032 Reduced 6.25%
15,475 $443,000
Q4 2022

Feb 14, 2023
BUY
$23.38 - $27.54 $18,937 - $22,307
810 Added 5.16%
16,507 $422,000
Q3 2022

Nov 14, 2022
SELL
$23.45 - $27.59 $6,214 - $7,311
-265 Reduced 1.66%
15,697 $368,000
Q2 2022

Aug 12, 2022
SELL
$25.3 - $31.26 $9,892 - $12,222
-391 Reduced 2.39%
15,962 $404,000
Q1 2022

May 13, 2022
BUY
$28.43 - $33.15 $464,915 - $542,101
16,353 New
16,353 $500,000

Others Institutions Holding XCEM

# of Institutions
153
Shares Held
30.1M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email