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Chang Shin

@Creativeone Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$2.941BTotal holdings942
Assets growth rate48.96%Assets growth rate (2-Q avg)13.82%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Creativeone Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 942 positions.

Assets under management

The assets under management (AUM) of Creativeone Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.941B in assets, with a quarterly growth rate of 48.96% and a 2-quarter average growth rate of 13.82%. The portfolio is managed by Chang Shin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMVIshares Tr
Recent Activity
Decreased -4.29%
0.43%
$12.514M
137,050 shares@ $91.32 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -1.57%
0.41%
$11.775M
400,359 shares@ $29.41 avg price
BIBLNorthern Lts Fd Tr Iv
Recent Activity
Decreased -1.88%
0.35%
$10.172M
250,106 shares@ $40.67 avg price
QUSSpdr Ser Tr
Recent Activity
Decreased -2.07%
0.34%
$9.921M
62,971 shares@ $157.56 avg price
IDEVIshares Tr
Recent Activity
Decreased -9.85%
0.24%
$7.056M
99,616 shares@ $70.83 avg price
AGGIshares Tr
Recent Activity
Decreased -35.65%
0.18%
$5.263M
51,973 shares@ $101.27 avg price
VVisa Inc
Recent Activity
Decreased -13.16%
0.18%
$5.108M
18,579 shares@ $274.96 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -6.37%
0.17%
$4.858M
96,742 shares@ $50.23 avg price
DEDeere & Co
Recent Activity
Decreased -0.43%
0.16%
$4.423M
10,598 shares@ $417.35 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -2.1%
0.13%
$3.718M
127,901 shares@ $29.08 avg price