Number of Shares
28,718
Previous 28,337 1.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
N/A
381 Added 1.34%
28,718 $0
Q3 2024

Nov 13, 2024

BUY
N/A
9 Added 0.03%
28,337 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-805 Reduced 2.76%
28,328 $1.43 Million
Q1 2024

May 14, 2024

BUY
N/A
29,133 New
29,133 $1.48 Million
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.