Transform Wealth, LLC Wisdomtree Tr U.S Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Transform Wealth, LLC holds 2,951 shares of DHS stock, worth $298,228. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,951

Previous 2,951 -0.0%

Holding current value

$298,228

Previous $275,000 4.73%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$79.77 - $86.66 $24,888 - $27,037	-312 Reduced 9.56%	2,951 $255,000
Q4 2023 Jan 18, 2024	SELL	$73.7 - $83.0 $54,169 - $61,005	-735 Reduced 18.38%	3,263 $268,000
Q1 2023 Apr 14, 2023	SELL	$78.69 - $89.17 $3,934 - $4,458	-50 Reduced 1.24%	3,998 $328,000
Q4 2020 Jan 20, 2021	SELL	$60.36 - $71.22 $196,170 - $231,465	-3,250 Reduced 44.53%	4,048 $281,000
Q3 2020 Oct 21, 2020	SELL	$60.76 - $65.86 $7,595 - $8,232	-125 Reduced 1.68%	7,298 $456,000
Q2 2020 Jul 22, 2020	SELL	$53.94 - $68.94 $13,485 - $17,235	-250 Reduced 3.26%	7,423 $462,000
Q1 2020 Apr 30, 2020	BUY	$48.28 - $77.44 $66,964 - $107,409	1,387 Added 22.06%	7,673 $434,000
Q4 2019 Jan 24, 2020	BUY	$72.3 - $77.34 $454,477 - $486,159	6,286 New	6,286 $483,000

Others Institutions Holding DHS

# of Institutions

263

Shares Held

6.73M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

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Transform Wealth, LLC Wisdomtree Tr U.S Transaction History