Ownership history in CreativeOne Wealth, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in OFFICE PPTYS INCOME TR (OPI). 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 | ADDED | 65,142 | +40,000 | +159.1% | 0.00% | $834 | — |
| 2025 Q3 | INITIATED | 25,142 | — | — | 0.00% | $8K | — |
As of 2025 Q4 — sorted by position size