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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 251 | $471,898 | 755 | 0.00 | 0.00 | -79 | -9.47 | 12-31-2023 |
| PUTNAM PREMIER INCOME TR | SH BEN INT | 252 | $470,421 | 131,600 | 0.00 | 0.00 | 2,800 | 2.17 | 12-31-2023 |
| SHELL PLC | SPON ADS | 253 | $459,544 | 6,984 | 0.00 | 0.00 | 239 | 3.54 | 12-31-2023 |
| PROLOGIS INC. | COM | 254 | $458,153 | 3,437 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
