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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADRIDGE FINL SOLUTIONS IN | COM | 51 | $7,602,035 | 36,808 | 0.00 | 0.00 | 1,117 | 3.13 | 12-31-2023 |
| FORTINET INC | COM | 52 | $7,585,254 | 129,596 | 0.00 | 0.00 | -6,611 | -4.85 | 12-31-2023 |
| CHUBB LIMITED | COM | 53 | $7,570,950 | 33,378 | 0.00 | 0.00 | 7,835 | 30.67 | 12-31-2023 |
| CRH PLC | ORD | 54 | $7,517,659 | 107,033 | 0.00 | 0.00 | 1,344 | 1.27 | 12-31-2023 |
