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 LISTED FDS TR (XXRP). 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 | 19,958 | +444 | +2.3% | 0.00% | $190K | $9.51 |
| 2025 Q3 | INITIATED | 19,514 | — | — | 0.02% | $630K | $30.39 |
As of 2025 Q4 — sorted by position size