Creative One Wealth, LLC Principal Exchange Traded Fds Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Creative One Wealth, LLC holds 27,243 shares of YLD stock, worth $517,617. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,243
Previous 30,861 11.72%
Holding current value
$517,617
Previous $597,000 11.39%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$19.14 - $19.46 $69,248 - $70,406
-3,618 Reduced 11.72%
27,243 $529,000
Q2 2025

Aug 12, 2025
SELL
$18.16 - $19.37 $149,947 - $159,938
-8,257 Reduced 21.11%
30,861 $597,000
Q1 2025

May 14, 2025
BUY
$19.03 - $19.51 $744,415 - $763,192
39,118 New
39,118 $745,000

Others Institutions Holding YLD

# of Institutions
69
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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