Transform Wealth, LLC Global X Mlp & Energy Infrastr Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Transform Wealth, LLC holds 54,107 shares of MLPX stock, worth $3.37 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

54,107

Previous 65,455 17.34%

Holding current value

$3.37 Million

Previous $3.56 Million 8.23%

% of portfolio

0.19%

Previous 0.24%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$54.89 - $64.32 $622,891 - $729,903	-11,348 Reduced 17.34%	54,107 $3.27 Million
Q3 2024 Oct 15, 2024	BUY	$50.37 - $55.21 $1.72 Million - $1.89 Million	34,148 Added 109.07%	65,455 $3.56 Million
Q2 2024 Jul 15, 2024	SELL	$46.86 - $51.05 $40,721 - $44,362	-869 Reduced 2.7%	31,307 $1.6 Million
Q1 2024 Apr 15, 2024	SELL	$43.29 - $48.99 $74,415 - $84,213	-1,719 Reduced 5.07%	32,176 $1.58 Million
Q4 2023 Jan 18, 2024	SELL	$40.69 - $45.46 $81,420 - $90,965	-2,001 Reduced 5.57%	33,895 $1.51 Million
Q3 2023 Oct 10, 2023	BUY	$41.06 - $43.29 $631,092 - $665,367	15,370 Added 74.88%	35,896 $1.52 Million
Q2 2023 Jul 13, 2023	SELL	$38.59 - $41.57 $89,914 - $96,858	-2,330 Reduced 10.19%	20,526 $853,000
Q1 2023 Apr 14, 2023	SELL	$37.63 - $42.67 $451 - $512	-12 Reduced 0.05%	22,856 $913,000
Q4 2022 Jan 12, 2023	BUY	$38.33 - $43.39 $876,530 - $992,242	22,868 New	22,868 $0
Q2 2022 Jul 15, 2022	SELL	$36.9 - $45.79 $62,139 - $77,110	-1,684 Reduced 4.02%	40,212 $1.53 Million
Q1 2022 Apr 25, 2022	SELL	$36.01 - $43.47 $71,767 - $86,635	-1,993 Reduced 4.54%	41,896 $1.79 Million
Q4 2021 Jan 26, 2022	SELL	$33.83 - $40.0 $2.28 Million - $2.7 Million	-67,450 Reduced 60.58%	43,889 $1.55 Million
Q3 2021 Oct 15, 2021	BUY	$32.27 - $36.84 $1.24 Million - $1.41 Million	38,306 Added 52.45%	111,339 $4 Million
Q2 2021 Jul 20, 2021	SELL	$31.57 - $38.1 $137,897 - $166,420	-4,368 Reduced 5.64%	73,033 $2.65 Million
Q1 2021 Apr 22, 2021	BUY	$26.74 - $32.63 $2.07 Million - $2.53 Million	77,401 New	77,401 $2.45 Million
Q3 2020 Oct 21, 2020	SELL	$21.96 - $26.9 $686,337 - $840,732	-31,254 Closed	0 $0
Q2 2020 Jul 22, 2020	BUY	$17.43 - $30.24 $544,757 - $945,120	31,254 New	31,254 $778,000

Others Institutions Holding MLPX

# of Institutions

288

Shares Held

28.2M

Call Options Held

226K

Put Options Held

6.6K

View Full List

About GLOBAL X MLP & ENERGY INFRASTR

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Transform Wealth, LLC Global X Mlp & Energy Infrastr Transaction History