Transform Wealth, LLC Barclays Bank PLC Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
Shares
6 transactions
Others Institutions Holding CAPE
# of Institutions
34Shares Held
9.16MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$62.6 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$55.2 Million7.46% of portfolio
-
Socha Financial Group, LLC Corning, NY1.91MShares$53.9 Million23.46% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL851KShares$24 Million10.55% of portfolio
-
Evensky & Katz LLC607KShares$17.1 Million1.2% of portfolio