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
COCA-COLA EUROPACIFIC PARTNE SHS 51 $8,502,776 116,684 0.00 116,684 +Inf 06-30-2024
WELLTOWER INC COM 52 $8,429,988 80,863 0.00 0.00 6,073 8.12 06-30-2024
CRH PLC ORD 53 $8,380,394 111,768 0.00 0.00 4,735 4.42 06-30-2024
INNOVATOR ETFS TR US EQUT BUFR AUG Liquidated $0 0 0.00 232,139 +Inf 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6