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