Creative One Wealth, LLC UBS AG Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Number of Shares
5,881
Previous 6,078 3.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-197 Reduced 3.24%
5,881 $0
Q1 2025

May 14, 2025
SELL
N/A
-554 Reduced 8.35%
6,078 $0
Q4 2024

Feb 13, 2025
BUY
N/A
488 Added 7.94%
6,632 $0
Q3 2024

Nov 13, 2024
BUY
N/A
371 Added 6.43%
6,144 $0
Q2 2024

Aug 14, 2024
BUY
N/A
1,957 Added 51.28%
5,773 $850,000
Q1 2024

May 14, 2024
BUY
N/A
26 Added 0.69%
3,816 $571,000
Q4 2023

Feb 09, 2024
BUY
N/A
2,112 Added 125.86%
3,790 $549,000
Q3 2023

Oct 17, 2023
BUY
N/A
1,678 New
1,678 $225,000
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