Creative One Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Number of Shares
8,422
Previous 4,535 85.71%
Holding current value
$0
Previous $238,000 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
N/A
3,887 Added 85.71%
8,422 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-457 Reduced 9.15%
4,535 $238,000
Q1 2024

May 14, 2024
BUY
N/A
4,992 New
4,992 $265,000
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