CreativeOne Wealth, LLC AMZN Holdings History
CreativeOne Wealth, LLC's Amazon.com Inc Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 309,751.00 shares of Amazon.com Inc(AMZN), totaling $58.93 Mil. This investment constitutes 1.76% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2018Q2. And since then CreativeOne Wealth, LLC has made 18 purchases of AMZN, at an average price of $186.29, for a total of 355,565.00 shares. In addition, there have been 7 sales at an average price of $148.19 for 45,814.00 shares. Based on historical transaction data and AMZN's current price of $226.13, CreativeOne Wealth, LLC's estimated gain on his AMZN holdings is $10.60 Mil, reflecting a 16.00% gain to date.
CreativeOne Wealth, LLC AMZN ($226.13) Holding Chart
CreativeOne Wealth, LLC AMZN ($226.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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