Ownership history in CreativeOne Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in AUTODESK INC (ADSK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 767 | -342 | -30.8% | 0.01% | $244K | $317.67 |
| 2025 Q2 | REDUCED | 1,109 | -37 | -3.2% | 0.01% | $343K | $309.57 |
| 2025 Q1 | REDUCED | 1,146 | -34 | -2.9% | 0.01% | $300K | $261.80 |
| 2024 Q4 | REDUCED | 1,180 | -528 | -30.9% | 0.01% | $349K | $295.57 |
| 2024 Q3 | ADDED | 1,708 | +893 | +109.6% | 0.02% | $471K | $275.48 |
| 2024 Q2 | REDUCED | 815 | -776 | -48.8% | 0.01% | $202K | $247.45 |
| 2024 Q1 | ADDED | 1,591 | +491 | +44.6% | 0.02% | $414K | $260.42 |
| 2023 Q2 | REDUCED | 1,100 | -28 | -2.5% | 0.01% | $225K | $204.61 |
| 2022 Q3 | INITIATED | 1,128 | — | — | 0.01% | $211K | $186.80 |
As of 2025 Q4 — sorted by position size