Creative Capital Management Investments LLC First Tr Enhanced Traded Fd Iv Transaction History

Creative Capital Management Investments LLC

$220 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 22, 2024	BUY	$59.44 - $59.7 $111,568 - $112,056	1,877 New	1,877 $111,000
Q1 2023 Apr 24, 2023	BUY	$59.44 - $59.7 $111,568 - $112,056	1,877 New	1,877 $111,000

Others Institutions Holding FTSM

# of Institutions

424

Shares Held

82.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.3M
Shares

$738 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

8.37M
Shares

$502 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

7.63M
Shares

$457 Million
0.11% of portfolio
Ubs Group Ag

3.43M
Shares

$206 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.64M
Shares

$158 Million
0.01% of portfolio

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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