Creative One Wealth, LLC Ubs Ag Call Options Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BDCZ

# of Institutions

13

Shares Held

140K

Call Options Held

0

Put Options Held

0

Eudaimonia Partners, LLC Winchester, TN

46.6K
Shares

$903,088
0.22% of portfolio
Eudaimonia Advisors LLC Winchester, TN

34.7K
Shares

$672,544
0.36% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

23.9K
Shares

$462,658
0.03% of portfolio
Lindbrook Capital, LLC

4K
Shares

$77,520
0.01% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

2.23K
Shares

$43,256
0.0% of portfolio

About UBS AG

Ticker BDCZ
Exchange NYSE
Sector ETFs
Industry ETFs

More about BDCZ

Track This Portfolio

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.