Number of Shares
20,805
Previous 16,425 26.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025

BUY
N/A
4,380 Added 26.67%
20,805 $0
Q2 2025

Aug 12, 2025

BUY
N/A
1,331 Added 8.82%
16,425 $0
Q1 2025

May 14, 2025

BUY
N/A
2,587 Added 20.68%
15,094 $0
Q4 2024

Feb 13, 2025

BUY
N/A
599 Added 5.03%
12,507 $0
Q3 2024

Nov 13, 2024

BUY
N/A
4,841 Added 68.5%
11,908 $0
Q2 2024

Aug 14, 2024

BUY
N/A
539 Added 8.26%
7,067 $372,000
Q1 2024

May 14, 2024

BUY
N/A
1,885 Added 40.6%
6,528 $346,000
Q4 2023

Feb 09, 2024

BUY
N/A
4,643 New
4,643 $247,000
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.