Creative One Wealth, LLC Purchases in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OAIM
Unified Ser Tr Oneascent Intl
56.8K
New
N/A
56.8K $0
PSEP
Innovator U.S. Equity Power Bu
5.44K
+ 11.2%
N/A
54K $0
Ge Vernova Inc
471
+ 21.8%
N/A
2.63K $0
Zacks Trust
38.7K
+ 32.09%
N/A
159K $0
Dimensional ETF Trust
2.33K
+ 27.7%
N/A
10.8K $0
Listed Fd Tr
12.3K
New
N/A
12.3K $0
First Tr Exchange Traded Fd
2.77K
+ 24.07%
N/A
14.3K $0
BAUG
Innovator U.S. Equity Buffer E
7.88K
+ 47.12%
N/A
24.6K $0
Neos ETF Trust
1.48M
New
N/A
1.48M $0
SCMB
Schwab Strategic Tr Mun Bd ETF
8.22K
New
N/A
8.22K $0
Niocorp Devs LTD
3.55K
+ 26.28%
N/A
17K $0
STRV
Ea Ser Tr Strive 500 ETF
9.28K
New
N/A
9.28K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
57
+ 0.12%
N/A
48.2K $0
Fidelity Covington Trust
2
+ 0.01%
N/A
13.4K $0
First Tr Exchange Traded Fd
17.6K
New
N/A
17.6K $0
Maplebear Inc
5.42K
New
N/A
5.42K $0
Dimensional ETF Trust
599
+ 5.03%
N/A
12.5K $0
Dimensional ETF Trust
1.32K
+ 4.94%
N/A
28.1K $0
Liberty Global LTD
54.4K
New
N/A
54.4K $0
First Tr Exch Traded Fd Iii
4.12K
+ 26.18%
N/A
19.8K $0
Pimco ETF Tr
127K
+ 32.69%
N/A
516K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3K
+ 30.8%
N/A
12.7K $0
Dimensional ETF Trust
6.67K
+ 32.0%
N/A
27.5K $0
Fidelity Wise Origin Bitcoin
73
+ 1.7%
N/A
4.38K $0
Lam Research Corp
13.6K
New
N/A
13.6K $0
First Tr Exchng Traded Fd Vi
20.8K
New
N/A
20.8K $0
J P Morgan Exchange Traded F
54.9K
+ 47.84%
N/A
170K $0
DRLL
Ea Ser Tr Strive U S Energy Et
18.3K
New
N/A
18.3K $0
Labcorp Holdings Inc
38
+ 2.55%
N/A
1.53K $0
Serve Robotics Inc
11.6K
New
N/A
11.6K $0
First Tr Exchng Traded Fd Vi
23K
New
N/A
23K $0
First Tr Exchng Traded Fd Vi
19.7K
+ 71.1%
N/A
47.3K $0
Simplify Exchange Traded Fun
381
+ 1.34%
N/A
28.7K $0
First Tr Exchng Traded Fd Vi
20.6K
New
N/A
20.6K $0
JGRO
J P Morgan Exchange Traded Fd
1.48K
+ 3.04%
N/A
50.2K $0
Proshares Tr
11.2K
New
N/A
11.2K $0
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
1.14K
+ 13.28%
N/A
9.68K $0
First Tr Exchng Traded Fd Vi
17.8K
+ 110.99%
N/A
33.8K $0
CLMB
Climb Global Solutions Inc Com
1.95K
New
N/A
1.95K $0
Sila Realty Trust Inc
885
+ 5.41%
N/A
17.2K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
8.92K
+ 4.64%
N/A
201K $0
Elevation Series Trust
3.37K
+ 4.98%
N/A
71K $0
J P Morgan Exchange Traded F
144
+ 0.3%
N/A
48.5K $0
JHMM
John Hancock Multifactor Mid C

ETFs
16
+ 0.38%
$59.61 - $64.8 $954 - $1.04K
4.21K $251K
FDVV
Fidelity High Dividend ETF

ETFs
44
+ 0.97%
$49.66 - $52.63 $2.19K - $2.32K
4.56K $227K
BRO
Brown & Brown, Inc.

Financial Services
22
+ 0.8%
$100.93 - $113.42 $2.22K - $2.5K
2.77K $282K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 191.25%
$22.4 - $68.28 $322K - $982K
21.9K $507K
SLB
Schlumberger Limited

Energy
405
+ 8.24%
$36.83 - $45.59 $14.9K - $18.5K
5.32K $203K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.34K
+ 10.19%
$21.0 - $23.52 $28.1K - $31.5K
14.5K $309K
Activity Summary
Buys All Purchases 754 New Holdings 182 Increased Positions 572 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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