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CreativeOne Wealth, LLC

CIK
1739728
City
OVERLAND PARK
State / Country
KS

Top Portfolio Positions

503 positions · $1,402,175,784 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in RMM

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Shares Held

Position Value (USD)

13 quarters on record
Report Date Value (USD) Shares
2026-03-31 $175,731 12,893
2025-12-31 $173,377 12,739
2025-09-30 $177,824 12,576
2025-06-30 $166,471 12,414
2025-03-31 $175,448 12,252
2024-12-31 $174,522 12,107
2024-09-30 $192,325 11,968
2024-06-30 $161,603 10,590
2024-03-31 $166,122 11,097
2023-12-31 $145,671 10,273
2023-09-30 $184,753 13,466
2023-06-30 $211,854 13,993
2023-03-31 $256,084 16,993