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
DELL TECHNOLOGIES INC CL C 101 $4,317,422 31,306 0.00 0.00 -4,584 -12.77 06-30-2024
VICTORY PORTFOLIOS II SHARES FREE CASH 102 $3,870,724 125,185 0.00 125,185 +Inf 06-30-2024
SCHWAB STRATEGIC TR US DIVIDEND EQ 103 $3,790,487 48,248 0.00 0.00 9,167 23.46 06-30-2024
SPDR SER TR PRTFLO S&P500 VL 104 $3,760,064 77,145 0.00 0.00 992 1.30 06-30-2024
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