Transform Wealth, LLC Wisdomtree Tr U.S Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

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 $283,355. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,951

Previous 2,951 -0.0%

Holding current value

$283,355

Previous $276,000 0.36%

% 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

228

Shares Held

5.68M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

More about DHS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Wisdomtree Tr U.S Transaction History