Number of Shares
25,490
Holding current value
$0
% of portfolio
0.0%

Shares

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

Nov 13, 2024

BUY
N/A
25,490 New
25,490 $0
Q1 2024

May 14, 2024

BUY
N/A
50,059 New
50,059 $1.72 Million
Q2 2023

Aug 14, 2023

BUY
N/A
1,914 Added 9.22%
22,675 $694,000
Q1 2023

May 15, 2023

BUY
N/A
1,904 Added 10.1%
20,761 $598,000
Q4 2022

Feb 14, 2023

BUY
N/A
724 Added 3.99%
18,857 $515,000
Q3 2022

Nov 14, 2022

SELL
N/A
-27,926 Reduced 60.63%
18,133 $463,000
Q2 2022

Aug 12, 2022

SELL
N/A
-6,579 Reduced 12.5%
46,059 $1.21 Million
Q1 2022

May 13, 2022

BUY
N/A
52,638 New
52,638 $1.55 Million
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.