Creative One Wealth, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Creative One Wealth, LLC holds 170,771 shares of FJUL stock, worth $7.87 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
170,771
Previous 207,343
17.64%
Holding current value
$7.87 Million
Previous $8.63 Million
12.05%
% of portfolio
0.3%
Previous 0.55%
Shares
6 transactions
Others Institutions Holding FJUL
# of Institutions
131Shares Held
8.19MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA970KShares$44.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc650KShares$29.9 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC536KShares$24.7 Million0.04% of portfolio
-
Astor Investment Management LLC507KShares$23.3 Million10.0% of portfolio
-
Mc Carthy & Cox Marysville, OH401KShares$18.5 Million6.73% of portfolio