CreativeOne Wealth’s Climb Global Solutions CLMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,948
Closed -$247K 1076
2024
Q4
$247K Buy
+1,948
New +$247K 0.01% 947