Transform Wealth, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$91.22 - $91.84 $6.21 Million - $6.25 Million	-68,051 Reduced 85.49%	11,546 $1.06 Million
Q3 2023 Oct 10, 2023	SELL	$91.43 - $91.86 $9,051 - $9,094	-99 Reduced 0.12%	79,597 $7.31 Million
Q2 2023 Jul 13, 2023	SELL	$91.41 - $91.82 $3.06 Million - $3.07 Million	-33,433 Reduced 29.55%	79,696 $7.32 Million
Q1 2023 Apr 14, 2023	BUY	$91.4 - $91.84 $2.76 Million - $2.77 Million	30,186 Added 36.39%	113,129 $10.4 Million
Q4 2022 Jan 12, 2023	BUY	$91.33 - $91.67 $929,648 - $933,108	10,179 Added 13.99%	82,943 $0
Q3 2022 Oct 21, 2022	BUY	$91.38 - $91.6 $6.65 Million - $6.67 Million	72,764 New	72,764 $6.67 Million
Q2 2020 Jul 22, 2020	SELL	$91.52 - $91.58 $262,753 - $262,926	-2,871 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$91.44 - $91.66 $262,524 - $263,155	2,871 New	2,871 $263,000

Others Institutions Holding BIL

# of Institutions

1,087

Shares Held

222M

Call Options Held

25.8K

Put Options Held

42.2K

Morgan Stanley New York, NY

17.1M
Shares

$1.57 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

15.7M
Shares

$1.45 Billion
1.3% of portfolio
Lpl Financial LLC Fort Mill, SC

9.97M
Shares

$915 Million
0.47% of portfolio
Envestnet Asset Management Inc

7.55M
Shares

$693 Million
0.25% of portfolio

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