Creative One Wealth, LLC SCHWAB CHARLES FAMILY FD Transaction History

Creative One Wealth, LLC

216,208

Previous 266,203 18.78%

Previous $0 NaN%

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	N/A	-49,995 Reduced 18.78%	216,208 $0
Q2 2024 Aug 14, 2024	SELL	N/A	-147,500 Reduced 35.65%	266,203 $266,000
Q1 2024 May 14, 2024	SELL	N/A	-163,098 Reduced 28.28%	413,703 $414,000
Q4 2023 Feb 09, 2024	SELL	N/A	-88,690 Reduced 13.33%	576,801 $577,000
Q3 2023 Oct 17, 2023	SELL	N/A	-227,534 Reduced 25.48%	665,491 $665,000
Q2 2023 Aug 16, 2023	BUY	N/A	893,025 New	893,025 $893,000
Q1 2023 May 15, 2023	BUY	N/A	178,200 Added 30.75%	757,663 $758,000
Q4 2022 Feb 14, 2023	BUY	N/A	43,585 Added 8.13%	579,463 $579,000
Q3 2022 Nov 14, 2022	SELL	N/A	-4,464,122 Reduced 89.28%	535,878 $536,000
Q2 2022 Aug 12, 2022	BUY	N/A	5,000,000 New	5,000,000 $5 Million

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