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CreativeOne Wealth LLC Reduces Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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 […]
Dow Jones Centerpoint Advisors Creativeone Wealth Securities Exchange Commission Income Strategies Mezzasalma Advisors

CreativeOne Wealth LLC Has $5.65 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

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 […]
United States Wealth Management Moser Wealth Advisors Creativeone Wealth Operose Advisors Bourgeon Capital Management

iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) is CreativeOne Wealth LLC's Largest Position

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 […]
Wells Fargo Company Osaic Holdings Inc Creativeone Wealth Blackrock Inc Envestnet Asset Management Inc Securities Exchange Commission

iShares MSCI EAFE Growth ETF (BATS:EFG) Position Lessened by CreativeOne Wealth LLC

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. […]
South Australia Envestnet Asset Management Inc Moneta Group Investment Advisors Creativeone Wealth Growth Index Fund Ci Private Wealth

CreativeOne Wealth LLC Has $5.65 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

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 […]
United States Trivant Custom Portfolio Group Operose Advisors Exchange Traded Fund Wealth Management Moser Wealth Advisors
Source: wkrb13.com

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Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Sold by CreativeOne Wealth LLC

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. […]
Vitalstone Financial Securities Exchange Commission Creativeone Wealth Pacific Center Financial Services Sunbelt Securities Inc
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by CreativeOne Wealth LLC

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Hillcrest Wealth Advisors Newbridge Financial Services Group Inc Farmers Merchants Trust Co Meridian Wealth Management Cedar Brook Financial Partners Creativeone Wealth

Courage Miller Partners LLC Sells 410 Shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

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 […]
Courage Miller Partners Creativeone Wealth Osaic Holdings Inc Equitable Holdings Inc Ae Wealth Management Royal Bank
Source: wkrb13.com

Janiczek Wealth Management LLC Boosts Position in Avantis International Equity ETF (NYSEARCA:AVDE)

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 […]
United States Quarter For Avantis International Equity Avantis International Equity Creativeone Wealth Janiczek Wealth Management Exchange Commission

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