Number of Shares
13,354
Previous 13,434 0.6%
Holding current value
$0
Previous $396,000 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
N/A
-80 Reduced 0.6%
13,354 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-1,412 Reduced 9.51%
13,434 $396,000
Q1 2024

May 14, 2024

SELL
N/A
-1,146 Reduced 7.17%
14,846 $453,000
Q4 2023

Feb 09, 2024

BUY
N/A
15,992 New
15,992 $437,000
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.