Creative Capital Management Investments LLC First Tr Large Cap Value Transaction History

Creative Capital Management Investments LLC

$191 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$64.61 - $70.36 $34,307 - $37,361	531 New	531 $34,000

Others Institutions Holding FTA

# of Institutions

205

Shares Held

11.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.11M
Shares

$166 Million
0.01% of portfolio
Ubs Group Ag

979K
Shares

$76.9 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

803K
Shares

$63.1 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.9 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

379K
Shares

$29.8 Million
9.89% of portfolio

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