CreativeOne Wealth, LLC EUSM Holdings History
Number of Shares
1.31 Mil
Current Holdings Value*
$31.03 Mil
% of Portfolio
0.93%
Total Estimate Gain
$2.27 Mil
% of Total Estimate Gain
7.03%
CreativeOne Wealth, LLC's Eventide US Market ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 1.31 Mil shares of Eventide US Market ETF(EUSM), totaling $31.03 Mil. This investment constitutes 0.93% of their stock portfolio, and CreativeOne Wealth, LLC now holds -% of the outstanding Eventide US Market ETF(EUSM) stock.
The initial trade took place in 2024Q4. And since then CreativeOne Wealth, LLC has made 2 purchases of EUSM, at an average price of $24.60, for a total of 1.31 Mil shares. Based on historical transaction data and EUSM's current price of $26.33, CreativeOne Wealth, LLC's estimated gain on his EUSM holdings is $2.27 Mil, reflecting a 7.03% gain to date.
CreativeOne Wealth, LLC EUSM ($26.33) Holding Chart
CreativeOne Wealth, LLC EUSM ($26.33) 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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