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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | 351 | $232,357 | 946 | 0.00 | 0.00 | -84 | -8.16 | 12-31-2023 |
| DOW INC | COM | 352 | $230,344 | 4,200 | 0.00 | 0.00 | 176 | 4.37 | 12-31-2023 |
| WALMART INC | COM | 353 | $228,642 | 1,445 | 0.00 | 0.00 | -84 | -5.49 | 12-31-2023 |
| AMERICAN TOWER CORP NEW | COM | 354 | $227,762 | 1,047 | 0.00 | 0.00 | -11,159 | -91.42 | 12-31-2023 |
