Creative One Wealth, LLC Purchases in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
20.8K
New
N/A
20.8K $0
First Tr Exchng Traded Fd Vi
22.3K
New
N/A
22.3K $0
Ea Series Trust
15K
New
N/A
15K $0
Global X Fds
6.37K
New
N/A
6.37K $0
Grayscale Bitcoin Mini Tr Bt
18.5K
New
N/A
18.5K $0
Grayscale Ethereum Mini Tr E
10.3K
New
N/A
10.3K $0
First Tr Exchng Traded Fd Vi
21.2K
New
N/A
21.2K $0
Healthcare Rlty Tr
11.8K
New
N/A
11.8K $0
EBIZ
Global X Fds E Comm ETF (De)
10K
New
N/A
10K $0
FISV
Fiserv Inc

Technology
1.41K
+ 18.29%
N/A
9.09K $1.14M
HRTX
Heron Therapeutics, Inc.

Healthcare
138
+ 1.18%
$1.73 - $3.67 $239 - $506
11.8K $23K
Niocorp Devs LTD
1.15K
+ 9.3%
N/A
13.5K $0
SHEL
Shell PLC

Energy
417
+ 5.27%
$65.65 - $73.28 $27.4K - $30.6K
8.32K $548K
STLD
Steel Dynamics Inc

Basic Materials
309
+ 17.34%
N/A
2.09K $205K
DVN
Devon Energy Corp

Energy
2.99K
+ 15.61%
$37.87 - $48.65 $113K - $146K
22.2K $867K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
8.24K
+ 13.83%
$8.08 - $11.02 $66.6K - $90.8K
67.8K $562K
Amplify ETF Tr
4.18K
+ 16.08%
N/A
30.2K $0
MU
Micron Technology Inc

Technology
823
+ 12.84%
$86.27 - $136.82 $71K - $113K
7.23K $749K
BA
Boeing CO

Industrials
298
+ 5.31%
$152.04 - $190.6 $45.3K - $56.8K
5.91K $898K
CRWD
Crowd Strike Holdings, Inc.

Technology
780
+ 20.09%
$217.89 - $392.15 $170K - $306K
4.66K $1.31M
DG
Dollar General Corp

Consumer Defensive
789
+ 15.1%
$80.41 - $132.42 $63.4K - $104K
6.02K $508K
Dimensional ETF Trust
3.89K
+ 85.71%
N/A
8.42K $0
J P Morgan Exchange Traded F
111K
+ 2632.89%
N/A
115K $0
Labcorp Holdings Inc
245
+ 19.71%
N/A
1.49K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
1.51K
+ 26.57%
N/A
7.18K $0
MCHP
Microchip Technology Inc

Technology
562
+ 2.01%
$72.0 - $95.98 $40.5K - $53.9K
28.6K $2.29M
Ge Vernova Inc
505
+ 30.5%
N/A
2.16K $0
Ishares Bitcoin Trust ETF
9.38K
+ 97.86%
N/A
19K $0
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
698
+ 8.89%
N/A
8.55K $0
HIGH
Simplify Exchange Traded Fds E
63.7K
+ 435.78%
N/A
78.3K $0
Dimensional ETF Trust
4.84K
+ 68.5%
N/A
11.9K $0
MCK
Mckesson Corp

Healthcare
364
+ 5.82%
$479.06 - $630.38 $174K - $229K
6.61K $3.27M
BAUG
Innovator U.S. Equity Buffer E
6.46K
+ 62.83%
N/A
16.7K $0
Bunge Global Sa
398
+ 9.85%
N/A
4.44K $0
First Tr Exchng Traded Fd Vi
17.3K
+ 128.31%
N/A
30.7K $0
PSEP
Innovator U.S. Equity Power Bu
34.1K
+ 235.74%
N/A
48.5K $0
First Tr Exchng Traded Fd Vi
335
+ 1.02%
N/A
33K $0
Ubs Ag Jersey Branch
371
+ 6.43%
N/A
6.14K $0
Dimensional ETF Trust
11.7K
+ 77.13%
N/A
26.8K $0
Linde PLC
528
+ 20.47%
N/A
3.11K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
698
+ 2.74%
N/A
26.2K $0
FLQH
Franklin Templeton Libertyq In

ETFs
25.4K
+ 66.99%
N/A
63.3K $0
AVGO
Broadcom Inc.

Technology
95.9K
+ 770.31%
$136.27 - $1745.86 $13.1M - $167M
108K $18.7M
JPHY
Jp Morgan High Yield Research

ETFs
12.5K
+ 43.11%
N/A
41.5K $0
Elevation Series Trust
18.1K
+ 36.48%
N/A
67.6K $0
Simplify Exchange Traded Fun
9
+ 0.03%
N/A
28.3K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
26.9K
+ 16.27%
N/A
192K $0
Zacks Trust
44.4K
+ 58.35%
N/A
121K $0
J P Morgan Exchange Traded F
9.77K
+ 25.35%
N/A
48.3K $0
Activity Summary
Buys All Purchases 805 New Holdings 229 Increased Positions 576 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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