Creative One Wealth, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Creative One Wealth, LLC

$1.97 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 16, 2023	BUY	$37.58 - $39.74 $615,861 - $651,259	16,388 Added 130.44%	28,952 $1.12 Million
Q2 2023 Aug 14, 2023	SELL	$37.58 - $39.74 $611,389 - $646,530	-16,269 Reduced 56.42%	12,564 $484,000
Q1 2023 May 15, 2023	BUY	$35.08 - $38.46 $216,864 - $237,759	6,182 Added 27.29%	28,833 $1.1 Million
Q4 2022 Feb 14, 2023	BUY	$31.19 - $36.08 $373,344 - $431,877	11,970 Added 112.07%	22,651 $786,000
Q3 2022 Nov 14, 2022	BUY	N/A	10,681 New	10,681 $308,000
Q1 2022 May 13, 2022	SELL	N/A	-36,310 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	N/A	29,623 Added 442.99%	36,310 $1.55 Million
Q3 2021 Nov 16, 2021	SELL	N/A	-8,302 Reduced 55.39%	6,687 $273,000
Q2 2021 Aug 13, 2021	BUY	N/A	14,989 New	14,989 $627,000

Others Institutions Holding SPEU

# of Institutions

74

Shares Held

2.72M

Call Options Held

0

Put Options Held

11.7K

About SPDR INDEX SHS FDS SPDR PORTFO

Ticker SPEU
Sector ETFs
Industry ETFs

More about SPEU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.