Transform Wealth, LLC Invesco ETF Tr Ii S&P Global W Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

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 4,013 shares of CGW stock, worth $259,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,013

Previous 6,603 39.22%

Holding current value

$259,239

Previous $357,000 37.54%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$52.16 - $56.68 $135,094 - $146,801	-2,590 Reduced 39.22%	4,013 $223,000
Q4 2024 Jan 16, 2025	BUY	$54.2 - $60.92 $2,547 - $2,863	47 Added 0.72%	6,603 $357,000
Q1 2024 Apr 15, 2024	SELL	$50.57 - $55.62 $58,458 - $64,296	-1,156 Reduced 14.99%	6,556 $364,000
Q4 2023 Jan 18, 2024	BUY	$44.46 - $53.46 $12,804 - $15,396	288 Added 3.88%	7,712 $408,000
Q3 2023 Oct 10, 2023	SELL	$46.28 - $53.08 $343,582 - $394,065	-7,424 Reduced 50.0%	7,424 $345,000
Q1 2023 Apr 14, 2023	BUY	$46.82 - $51.45 $695,183 - $763,929	14,848 New	14,848 $740,000

Others Institutions Holding CGW

# of Institutions

230

Shares Held

6.59M

Call Options Held

Put Options Held

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About INVESCO ETF TR II S&P GLOBAL W

Ticker CGW
Sector ETFs
Industry ETFs

More about CGW

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Transform Wealth, LLC Invesco ETF Tr Ii S&P Global W Transaction History