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CreativeOne Wealth’s Heritage Global HGBL Stock Holding History

CreativeOne Wealth’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18,737
Closed -$68K – 686
2023
Q2 		$68K Buy
+18,737
New +$68K ﹤0.01% 813