A detailed history of Creative One Wealth, LLC transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,479 shares of SYLD stock, worth $504,009. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,479
Previous 10,742 30.38%
Holding current value
$504,009
Previous $735,000 35.1%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

SELL
$62.77 - $71.4 $204,818 - $232,978
-3,263 Reduced 30.38%
7,479 $477,000
Q4 2024

Feb 13, 2025

BUY
$68.06 - $76.27 $180,971 - $202,801
2,659 Added 32.9%
10,742 $735,000
Q3 2024

Nov 13, 2024

BUY
$66.68 - $72.81 $538,974 - $588,523
8,083 New
8,083 $584,000

Others Institutions Holding SYLD

About CAMBRIA SHAREHOLDER YLD ETF


  • Ticker SYLD
  • Sector ETFs
  • Industry ETFs
More about SYLD
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

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.