CreativeOne Wealth, LLC BRIF Holdings History
CreativeOne Wealth, LLC's FIS Bright Portfolios Focused Equity ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 3.17 Mil shares of FIS Bright Portfolios Focused Equity ETF(BRIF), totaling $78.47 Mil. This investment constitutes 2.35% of their stock portfolio, and CreativeOne Wealth, LLC now holds 97.26% of the outstanding FIS Bright Portfolios Focused Equity ETF(BRIF) stock.
The initial trade took place in 2024Q4. And since then CreativeOne Wealth, LLC has made 2 purchases of BRIF, at an average price of $25.55, for a total of 3.17 Mil shares. Based on historical transaction data and BRIF's current price of $27.98, CreativeOne Wealth, LLC's estimated gain on his BRIF holdings is $7.71 Mil, reflecting a 9.52% gain to date.
CreativeOne Wealth, LLC BRIF ($27.98) Holding Chart
CreativeOne Wealth, LLC BRIF ($27.98) 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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