CreativeOne Wealth, LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1739728
OVERLAND PARK, KS
All Filings in CPTL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 CPTL | $271,827 | 6,945 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 CPTL | $276,684 | 7,482 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 CPTL | $303,378 | 8,376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 CPTL | $386,772 | 11,580 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 CPTL | $411,679 | 13,787 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 CPTL | $453 | 16,608 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 CPTL | $548,572 | 18,602 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 CPTL | $461,647 | 16,672 | Shares | Other | 2023-02-15 | |
| 2022-09-30 CPTL | $413,159 | 16,196 | Shares | Other | 2022-11-15 | |
| 2022-06-30 CPTL | $451,732 | 16,903 | Shares | Other | 2022-08-12 | |
| 2022-03-31 CPTL | $637,603 | 19,670 | Shares | Other | 2022-05-13 | |
| 2021-12-31 CPTL | $742,242 | 21,533 | Shares | Other | 2022-02-15 | |
| 2021-09-30 CPTL | $545,381 | 17,391 | Shares | Other | 2021-11-16 | |
| 2021-06-30 CPTL | $332,749 | 10,632 | Shares | Other | 2021-08-13 | |
| 2021-03-31 CPTL | $316,656 | 10,863 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||