Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TRANSFORM WEALTH LLC | 07-15-2024 | 06-30-2024 | 213 | 1,332,441,685 |
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 |