Creative One Wealth, LLC Innovator U.S. Equity Buffer E Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding BSEP
# of Institutions
104Shares Held
3.87MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$21.4 Million0.35% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14.3 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.6 Million0.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ205KShares$9.03 Million0.02% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.94 Million0.82% of portfolio