Creative One Wealth, LLC Principal Exchange Traded Fds Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Creative One Wealth, LLC holds 30,861 shares of YLD stock, worth $592,531. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,861
Previous 39,118 21.11%
Holding current value
$592,531
Previous $745,000 19.87%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 12, 2025
SELL
$18.16 - $19.37 $149,947 - $159,938
-8,257 Reduced 21.11%
30,861 $597,000
Q1 2025

May 14, 2025
BUY
$19.03 - $19.51 $744,415 - $763,192
39,118 New
39,118 $745,000

Others Institutions Holding YLD

# of Institutions
61
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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