Number of Shares
15,032
Previous 16,831 10.69%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
N/A
-1,799 Reduced 10.69%
15,032 $0
Q2 2025

Aug 12, 2025

SELL
N/A
-598 Reduced 3.43%
16,831 $0
Q1 2025

May 14, 2025

BUY
N/A
193 Added 1.12%
17,429 $0
Q4 2024

Feb 13, 2025

BUY
N/A
885 Added 5.41%
17,236 $0
Q3 2024

Nov 13, 2024

SELL
N/A
-972 Reduced 5.61%
16,351 $0
Q2 2024

Aug 14, 2024

BUY
N/A
17,323 New
17,323 $367,000
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.