Creative One Wealth, LLC ZACKS TRUST Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Number of Shares
296,103
Previous 163,335 81.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
132,768 Added 81.29%
296,103 $0
Q2 2025

Aug 12, 2025
BUY
N/A
6,305 Added 4.02%
163,335 $0
Q1 2025

May 14, 2025
BUY
N/A
157,030 New
157,030 $0
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