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CreativeOne Wealth’s Ubiquiti UI Stock Holding History

CreativeOne Wealth’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$447K Buy
1,085
+296
+38% +$122K 0.01% 782
2025
Q1 		$245K Buy
789
+51
+7% +$15.8K 0.01% 934
2024
Q4 		$245K Buy
+738
New +$245K 0.01% 948