Creative One Wealth, LLC LISTED FDS TR Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Number of Shares
14,016
Previous 11,790 18.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
2,226 Added 18.88%
14,016 $0
Q1 2025

May 14, 2025
BUY
N/A
11,790 New
11,790 $0
Q3 2024

Nov 13, 2024
BUY
N/A
25,490 New
25,490 $0
Q1 2024

May 14, 2024
BUY
N/A
50,059 New
50,059 $1.72 Million
Q2 2023

Aug 14, 2023
BUY
N/A
1,914 Added 9.22%
22,675 $694,000
Q1 2023

May 15, 2023
BUY
N/A
1,904 Added 10.1%
20,761 $598,000
Q4 2022

Feb 14, 2023
BUY
N/A
724 Added 3.99%
18,857 $515,000
Q3 2022

Nov 14, 2022
SELL
N/A
-27,926 Reduced 60.63%
18,133 $463,000
Q2 2022

Aug 12, 2022
SELL
N/A
-6,579 Reduced 12.5%
46,059 $1.21 Million
Q1 2022

May 13, 2022
BUY
N/A
52,638 New
52,638 $1.55 Million
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