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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. TECH ETF | 201 | $765,178 | 6,234 | 0.00 | 0.00 | -1,275 | -16.98 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 202 | $761,877 | 3,633 | 0.00 | 0.00 | -189 | -4.95 | 12-31-2023 |
| ISHARES TR | EXPANDED TECH | 203 | $758,814 | 1,871 | 0.00 | 0.00 | -186 | -9.04 | 12-31-2023 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 204 | $758,222 | 4,336 | 0.00 | 0.00 | -280 | -6.07 | 12-31-2023 |
