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 |
---|---|---|---|---|---|---|---|---|---|
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 |