Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRANSFORM WEALTH LLC | 01-18-2024 | 12-31-2023 | 239 | 1,025,572,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERPUBLIC GROUP COS INC | COM | 151 | $1,713,747 | 52,504 | 0.00 | 0.00 | -2,573 | -4.67 | 12-31-2023 |
| PIMCO ETF TR | SR LN ACTIVE ETF | 152 | $1,639,383 | 32,333 | 0.00 | 0.00 | -111,254 | -77.48 | 12-31-2023 |
| CAPITAL ONE FINL CORP | COM | 153 | $1,590,486 | 12,130 | 0.00 | 0.00 | -818 | -6.32 | 12-31-2023 |
| S&P GLOBAL INC | COM | 154 | $1,577,062 | 3,580 | 0.00 | 0.00 | -322 | -8.25 | 12-31-2023 |
