Creative One Wealth, LLC Zacks Tr Earnings Constant Por Transaction History
Creative One Wealth, LLC
- $2.98 Billion
- Q1 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 362,399 shares of ZECP stock, worth $11.6 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
362,399
Previous 214,328
69.09%
Holding current value
$11.6 Million
Previous $6.53 Million
67.09%
% of portfolio
0.37%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding ZECP
# of Institutions
45Shares Held
6.94MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.3MShares$41.8 Million27.1% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$39.4 Million0.03% of portfolio
-
Advisory Services Network, LLC1.14MShares$36.4 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.7 Million2.8% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL311KShares$9.97 Million0.72% of portfolio