📰 Creativeone Wealth News
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December 25, 2023
CreativeOne Wealth LLC reduced its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 41.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 68,951 shares of the company’s stock after selling 48,041 shares during the period. CreativeOne Wealth LLC’s […]
December 25, 2023
CreativeOne Wealth LLC trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 27.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,382 shares of the company’s stock after selling 5,464 shares during the quarter. CreativeOne Wealth LLC’s holdings in […]
December 25, 2023
CreativeOne Wealth LLC decreased its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 51.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,236,794 shares of the company’s stock after selling 1,329,095 shares during […]
December 25, 2023
CreativeOne Wealth LLC lowered its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 49.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 204,489 shares of the company’s stock after selling 196,447 shares during the period. […]
December 25, 2023
CreativeOne Wealth LLC lowered its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 27.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,382 shares of the company’s stock after selling 5,464 shares during the quarter. CreativeOne Wealth LLC’s […]
December 25, 2023
CreativeOne Wealth LLC lowered its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 14.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,142,787 shares of the company’s stock after selling 196,611 shares during the period. […]
December 25, 2023
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December 23, 2023
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December 22, 2023
Courage Miller Partners LLC lowered its position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 18,101 shares of the company’s stock after selling 410 shares during the quarter. Courage Miller Partners LLC […]
December 21, 2023
Janiczek Wealth Management LLC increased its stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 1.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 440,691 shares of the company’s stock after acquiring an additional 7,544 […]