Creativeone Wealth, LLC
CIK Number: 0001739728
2.94B
Market Value
788
# of Holdings
9 months
Avg. Holding Period
63.77%
Win Rate
7.24%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 45.01 | +0.08% | 2.44M | +107.86% | 114.87M | 47.2 | 3.91% | |
| 2 | Vanguard Index ... | 170.12 | +0.07% | 449.67K | +11.42% | 78.50M | 127.42 | 2.67% | |
| 3 | Vanguard Index ... | 413.80 | +0.18% | 193.08K | +7.49% | 74.13M | 225.15 | 2.52% | |
| 4 | Vanguard Tax-Ma... | 48.27 | -0.09% | 1.39M | +15.25% | 73.23M | 45.7 | 2.49% | |
| 5 | Advisorshares T... | 43.22 | -0.19% | 1.37M | +100.00% | 59.60M | 43.63 | 2.03% |
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