Ownership history in CreativeOne Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in NETAPP INC (NTAP). 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 | 1,700 | -365 | -17.7% | 0.00% | $201K | $117.37 |
| 2025 Q2 | REDUCED | 2,065 | -1,752 | -45.9% | 0.01% | $220K | $105.06 |
| 2024 Q2 | REDUCED | 3,817 | -1,347 | -26.1% | 0.02% | $492K | $124.60 |
| 2024 Q1 | ADDED | 5,164 | +1,622 | +45.8% | 0.02% | $543K | $101.07 |
| 2023 Q4 | REDUCED | 3,542 | -3,031 | -46.1% | 0.02% | $312K | $84.39 |
| 2023 Q3 | REDUCED | 6,573 | -1,021 | -13.4% | 0.04% | $499K | $72.15 |
| 2023 Q2 | INITIATED | 7,594 | — | — | 0.03% | $580K | $72.17 |
As of 2025 Q4 — sorted by position size