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

Creative Capital Management Investments LLC

$222 Million
Q1 2025

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

219

Shares Held

10.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.14M
Shares

$171 Million
0.01% of portfolio
Ubs Group Ag

955K
Shares

$76.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

865K
Shares

$69.3 Million
0.03% of portfolio
Envestnet Asset Management Inc

422K
Shares

$33.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

302K
Shares

$24.2 Million
0.0% of portfolio

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