Creative One Wealth, LLC Ubs Ag Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in Ubs Ag stock. As of the latest transaction made, Creative One Wealth, LLC holds 23,300 shares of BDCZ stock, worth $438,738. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,300
Previous 23,386
0.37%
Holding current value
$438,738
Previous $472,000
6.14%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding BDCZ
# of Institutions
13Shares Held
140KCall Options Held
0Put Options Held
0-
Eudaimonia Partners, LLC Winchester, TN46.6KShares$877,4590.22% of portfolio
-
Eudaimonia Advisors LLC Winchester, TN34.7KShares$653,4570.36% of portfolio
-
Kingswood Wealth Advisors, LLC San Diego, CA23.9KShares$449,5280.03% of portfolio
-
Lindbrook Capital, LLC4KShares$75,3200.01% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL2.23KShares$42,0280.0% of portfolio