Creative Capital Management Investments LLC Vanguard Russell 1000 Growth E Transaction History

Creative Capital Management Investments LLC

$220 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	BUY	$53.17 - $59.88 $1,914 - $2,155	36 New	36 $2,000

Others Institutions Holding VONG

# of Institutions

668

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.15 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.08 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$648 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$538 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$486 Million
1.35% of portfolio

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