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 |
|---|---|---|---|---|---|---|---|---|---|
| TCW STRATEGIC INCOME FD INC | COM | 301 | $336,280 | 72,848 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUVEEN TAXABLE MUNICPAL INM | COM | 302 | $331,512 | 20,995 | 0.00 | 0.00 | 1,400 | 7.14 | 12-31-2023 |
| FMC CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,745 | 55.75 | 12-31-2023 |
| HELMERICH & PAYNE INC | COM | 304 | $319,939 | 8,833 | 0.00 | 0.00 | -86 | -0.96 | 12-31-2023 |
