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
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 151 $1,927,738 58,242 0.00 58,242 +Inf 06-30-2024
SCHWAB STRATEGIC TR US AGGREGATE B 152 $1,871,197 41,053 0.00 0.00 8,128 24.69 06-30-2024
EXELON CORP COM Liquidated $0 0 0.00 0.00 -4,973 -9.39 06-30-2024
CAPITAL ONE FINL CORP COM 154 $1,641,451 11,856 0.00 0.00 -274 -2.26 06-30-2024
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