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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
DMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$4.441M
115,453 shares@ $38.47 avg price
CLOUGlobal X Fds
Recent Activity
Exited
0%
$1.483M
75,421 shares@ $19.67 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.467M
1,378 shares@ $1064.59 avg price
WCLDWisdomtree Tr
Recent Activity
Exited
0%
$1.294M
40,958 shares@ $31.6 avg price
XOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$1.112M
33,298 shares@ $33.4 avg price
DOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$1.054M
27,473 shares@ $38.37 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$891,000
16,827 shares@ $52.96 avg price
XNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$842,000
25,467 shares@ $33.07 avg price
VZIOVizio Hldg Corp
Recent Activity
Exited
0%
$756,000
70,000 shares@ $10.8 avg price
QQEWFirst Tr Nas100 Eq Weighted
Recent Activity
Exited
0%
$702,000
5,692 shares@ $123.34 avg price