Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 5,468 shares of DJD stock, worth $310,144. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,468
Previous 4,700 16.34%
Holding current value
$310,144
Previous $238,000 20.17%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$50.21 - $54.3 $38,561 - $41,702
768 Added 16.34%
5,468 $286,000
Q4 2024

Jan 16, 2025
BUY
$50.65 - $54.19 $15,195 - $16,257
300 Added 6.82%
4,700 $238,000
Q3 2024

Oct 15, 2024
BUY
$47.17 - $52.59 $207,548 - $231,396
4,400 New
4,400 $231,000

Others Institutions Holding DJD

# of Institutions
79
Shares Held
2.47M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

DJD Quotes by TradingView
  • Ticker DJD
  • Sector ETFs
  • Industry ETFs
More about DJD
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email