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
ISHARES TR CORE S&P SCP ETF 251 $524,752 4,920 0.00 0.00 966 24.43 06-30-2024
ROPER TECHNOLOGIES INC COM Liquidated $0 0 0.00 0.00 32 3.50 06-30-2024
INTUIT COM 253 $511,310 778 0.00 0.00 23 3.05 06-30-2024
ISHARES TR RUS 2000 GRW ETF 254 $510,349 1,944 0.00 0.00 -366 -15.84 06-30-2024
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