Creative One Wealth, LLC Zacks Tr Earnings Constant Por Transaction History
Creative One Wealth, LLC
- $3.35 Billion
- Q2 2025
A detailed history of Creative One Wealth, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Creative One Wealth, LLC holds 455,124 shares of ZECP stock, worth $14.8 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
455,124
Previous 362,399
25.59%
Holding current value
$14.8 Million
Previous $10.9 Million
33.19%
% of portfolio
0.43%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding ZECP
# of Institutions
49Shares Held
6.41MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.33MShares$43.2 Million26.11% of portfolio
-
Advisory Services Network, LLC1.14MShares$37 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.9 Million2.8% of portfolio
-
Creative Planning Overland Park, KS412KShares$13.4 Million0.01% of portfolio
-
True Private Wealth Advisors273KShares$8.89 Million1.14% of portfolio