Creative One Wealth, LLC Purchases in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.57K
New
$51.02 - $52.74 $284K - $293K
5.57K $293K
TMUS
T Mobile Us, Inc.

Communication Services
1.21K
+ 90.25%
$175.14 - $206.36 $212K - $250K
2.56K $527K
WELL
Welltower Inc.

Real Estate
563
+ 6.14%
$104.0 - $129.74 $58.6K - $73K
9.74K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
372
+ 16.29%
$416.14 - $494.01 $155K - $184K
2.66K $1.3M
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.36K
+ 2.34%
$42.65 - $46.55 $58K - $63.4K
59.4K $2.77M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.4K
+ 1.64%
$29.58 - $30.31 $130K - $133K
272K $8.24M
ALL
Allstate Corp

Financial Services
620
+ 10.94%
$158.43 - $192.86 $98.2K - $120K
6.29K $1.19M
PFEB
Innovator U.S. Equity Power Bu

ETFs
6.85K
+ 15.67%
$34.29 - $36.04 $235K - $247K
50.6K $1.82M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.34K
+ 17.29%
$60.25 - $66.85 $201K - $223K
22.6K $1.49M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.42K
+ 25.14%
$125.95 - $142.04 $179K - $202K
7.08K $1.01M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.91K
+ 77.76%
$33.89 - $41.64 $200K - $246K
13.5K $538K
EQIX
Equinix Inc

Real Estate
315
New
$749.0 - $890.01 $236K - $280K
315 $279K
FCAL
First Tr Iii Calif Mun High In

ETFs
5.54K
New
$49.34 - $50.4 $273K - $279K
5.54K $278K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.92K
New
$67.53 - $70.89 $264K - $278K
3.92K $276K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10.5K
+ 64.47%
$24.39 - $25.28 $256K - $265K
26.8K $673K
JPIN
Jp Morgan Diversified Return I

ETFs
1.55K
+ 4.08%
$54.1 - $60.82 $83.6K - $94K
39.4K $2.37M
HTGC
Hercules Capital, Inc.

Financial Services
14K
New
$17.71 - $21.67 $247K - $302K
14K $274K
CCL
Carnival Corp

Consumer Cyclical
14.8K
New
$14.01 - $19.18 $208K - $284K
14.8K $273K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.01K
New
$233.4 - $302.36 $236K - $305K
1.01K $273K
BOTZ
Global X Fds

ETFs
5.19K
+ 6.31%
$27.68 - $32.27 $144K - $167K
87.4K $2.81M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.39K
New
$49.69 - $50.5 $268K - $272K
5.39K $272K
MELI
Mercadolibre Inc

Consumer Cyclical
133
New
$1591.44 - $2140.1 $212K - $285K
133 $272K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
6.58K
New
$38.81 - $41.41 $255K - $273K
6.58K $272K
FITB
Fifth Third Bancorp

Financial Services
6.32K
New
$36.01 - $43.64 $227K - $276K
6.32K $270K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.14K
+ 101.34%
$25.21 - $28.46 $231K - $260K
18.2K $511K
SYK
Stryker Corp

Healthcare
662
+ 46.75%
$315.94 - $371.96 $209K - $246K
2.08K $750K
XLB
Select Sector Spdr Fd Material

ETFs
2.78K
New
$86.95 - $97.09 $242K - $270K
2.78K $267K
EXC
Exelon Corp

Utilities
6.6K
New
$34.24 - $40.55 $226K - $268K
6.6K $267K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.03K
New
$116.79 - $133.54 $237K - $271K
2.03K $267K
LUV
Southwest Airlines CO

Industrials
8.48K
+ 60.94%
$23.7 - $29.93 $201K - $254K
22.4K $663K
CB
Chubb LTD

Financial Services
921
New
$252.51 - $292.2 $233K - $269K
921 $265K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.03K
+ 30.96%
$32.36 - $33.78 $227K - $237K
29.7K $1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
860
+ 26.07%
$109.16 - $155.35 $93.9K - $134K
4.16K $642K
ITA
Ishares Tr

ETFs
1.74K
New
$131.58 - $149.64 $229K - $260K
1.74K $260K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.77K
+ 6.0%
$39.37 - $41.68 $148K - $157K
66.5K $2.75M
EEFT
Euronet Worldwide, Inc.

Technology
2.63K
New
$92.68 - $108.63 $243K - $285K
2.63K $260K
BEN
Franklin Resources Inc

Financial Services
16K
+ 54.68%
$19.13 - $23.97 $306K - $383K
45.2K $911K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
16.7K
New
$14.71 - $16.26 $246K - $272K
16.7K $255K
TGT
Target Corp

Consumer Defensive
1.4K
+ 31.33%
$133.47 - $159.25 $187K - $223K
5.88K $916K
HWM
Howmet Aerospace Inc.

Industrials
2.51K
New
$77.3 - $100.22 $194K - $251K
2.51K $251K
CPRT
Copart Inc

Consumer Cyclical
4.95K
+ 106.38%
$49.19 - $55.54 $244K - $275K
9.61K $503K
TT
Trane Technologies PLC

Industrials
436
+ 31.73%
$314.21 - $388.71 $137K - $169K
1.81K $703K
USMC
Principal ETF U S Mega Cap

ETFs
3.16K
+ 12.37%
$51.14 - $56.99 $162K - $180K
28.7K $1.63M
PSA
Public Storage

Real Estate
682
New
$283.13 - $365.01 $193K - $249K
682 $248K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
316
+ 4.31%
$256.4 - $289.78 $81K - $91.6K
7.64K $2.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
529
+ 1.77%
$77.02 - $85.06 $40.7K - $45K
30.5K $2.58M
CPT
Camden Property Trust

Real Estate
2.01K
New
$107.5 - $126.88 $216K - $254K
2.01K $247K
DHI
Horton D R Inc

Consumer Cyclical
371
+ 10.52%
$135.21 - $197.06 $50.2K - $73.1K
3.9K $743K
MET
Metlife Inc

Financial Services
1.94K
+ 27.6%
$67.96 - $82.48 $132K - $160K
8.96K $738K
Activity Summary
Buys All Purchases 805 New Holdings 229 Increased Positions 576 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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