Creative One Wealth, LLC ADVISORSHARES TR Transaction History

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 2024
Number of Shares
1,350,742
Holding current value
$55.7 Million
% of portfolio
2.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
N/A
1,350,742 New
1,350,742 $55.7 Million
Q2 2023

Aug 16, 2023
BUY
N/A
252,030 Added 22.43%
1,375,463 $51.7 Million
Q2 2023

Aug 14, 2023
SELL
N/A
-203,794 Reduced 15.35%
1,123,433 $40.5 Million
Q1 2023

May 15, 2023
BUY
N/A
1,327,227 New
1,327,227 $47.6 Million
Q2 2022

Aug 12, 2022
BUY
N/A
107,266 Added 11.42%
1,046,954 $36.2 Million
Q1 2022

May 13, 2022
BUY
N/A
285,662 Added 43.68%
939,688 $37 Million
Q4 2021

Feb 15, 2022
BUY
N/A
254,777 Added 63.81%
654,026 $26.9 Million
Q3 2021

Nov 16, 2021
BUY
N/A
40,529 Added 11.3%
399,249 $15.8 Million
Q2 2021

Aug 13, 2021
BUY
N/A
358,720 New
358,720 $14.3 Million
Q1 2021

May 17, 2021
SELL
N/A
-270,924 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
270,924 New
270,924 $9.97 Million
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