CreativeOne Wealth’s W.R. Berkley WRB Stock Holding History

CreativeOne Wealth’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$727K	Buy
2025 Q2	$408K	Buy
2025 Q1	$338K	Sell
2024 Q4	$288K	Sell
2024 Q3	$410K	Buy