Ownership history in CreativeOne Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in BROADCOM INC (AVGO). 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 Q4 | REDUCED | 110,719 | -1,823 | -1.6% | 0.93% | $38.3M | $346.10 |
| 2025 Q3 | REDUCED | 112,542 | -3,662 | -3.2% | 0.91% | $37.1M | $329.28 |
| 2025 Q2 | ADDED | 116,204 | +5,664 | +5.1% | 0.84% | $32.0M | $274.65 |
| 2025 Q1 | ADDED | 110,540 | +4,260 | +4.0% | 0.55% | $18.5M | $166.43 |
| 2024 Q4 | REDUCED | 106,280 | -2,065 | -1.9% | 0.76% | $24.6M | $229.76 |
| 2024 Q3 | ADDED | 108,345 | +95,896 | +770.3% | 0.64% | $18.7M | $170.50 |
| 2024 Q2 | ADDED | 12,449 | +5,952 | +91.6% | 1.01% | $20.0M | $158.17 |
| 2024 Q1 | ADDED | 6,497 | +2,788 | +75.2% | 0.34% | $8.6M | $130.16 |
| 2023 Q4 | ADDED | 3,709 | +106 | +2.9% | 0.27% | $4.1M | $109.16 |
| 2023 Q3 | REDUCED | 3,603 | -2,083 | -36.6% | 0.22% | $3.0M | $80.85 |
As of 2025 Q4 — sorted by position size