Creative One Wealth, LLC SCHWAB CHARLES FAMILY FD Transaction History

Creative One Wealth, LLC

72,208

Previous 216,208 66.6%

Previous $0 NaN%

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	N/A	-144,000 Reduced 66.6%	72,208 $0
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

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

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