Creative One Wealth, LLC First Tr Exch Trd Fd Viii Firs Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
Shares
4 transactions
Others Institutions Holding DEED
# of Institutions
42Shares Held
2.41MCall Options Held
0Put Options Held
0-
Gds Wealth Management716KShares$15.5 Million1.62% of portfolio
-
New Edge Advisors, LLC New Orleans, LA297KShares$6.44 Million0.05% of portfolio
-
Legacy Cg, LLC Plano, TX239KShares$5.19 Million2.13% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT133KShares$2.89 Million0.81% of portfolio
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Goldman Sachs Group Inc New York, NY123KShares$2.66 Million0.0% of portfolio