Transform Wealth, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Transform Wealth, LLC holds 6,603 shares of CGW stock, worth $362,504. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,603
Previous 6,556
0.72%
Holding current value
$362,504
Previous $401,000
10.97%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding CGW
# of Institutions
204Shares Held
6.32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY943KShares$51.8 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.523KShares$28.7 Million2.93% of portfolio
-
Ubs Group Ag492KShares$27 Million0.01% of portfolio
-
Weatherly Asset Management L. P.416KShares$22.9 Million2.03% of portfolio
-
1832 Asset Management L.P. Toronto, A6332KShares$18.2 Million0.04% of portfolio