Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRANSFORM WEALTH LLC | 01-18-2024 | 12-31-2023 | 239 | 1,025,572,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $51,628,461 | 268,158 | 0.01 | 0.00 | -676 | -0.25 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $50,118,496 | 133,280 | 0.00 | 0.00 | -1,029 | -0.77 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $34,553,193 | 72,402 | 0.00 | 0.00 | 2,320 | 3.31 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 4 | $28,041,327 | 161,259 | 0.00 | 0.00 | -1,118 | -0.69 | 12-31-2023 |
