Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRANSFORM WEALTH LLC | 07-15-2024 | 06-30-2024 | 213 | 1,332,441,685 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| POWELL INDS INC | COM | 1 | $240,074,831 | 1,674,162 | 0.02 | 0.00 | 1,660,411 | 12074.84 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $59,344,164 | 132,776 | 0.00 | 0.00 | -504 | -0.38 | 06-30-2024 |
| APPLE INC | COM | 3 | $52,262,429 | 248,136 | 0.00 | 0.01 | -20,022 | -7.47 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $36,201,221 | 66,305 | 0.00 | 0.00 | -6,097 | -8.42 | 06-30-2024 |
