Transform Wealth, LLC Innovator U.S. Equity Power Bu Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$33.41 - $35.14 $346,027 - $363,944	10,357 New	10,357 $363,000

Others Institutions Holding PFEB

# of Institutions

192

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.96M
Shares

$107 Million
0.04% of portfolio
Gradient Investments LLC

2.27M
Shares

$82 Million
2.16% of portfolio
Penserra Capital Management LLC Orinda, CA

1.04M
Shares

$37.5 Million
0.46% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

889K
Shares

$32.1 Million
0.08% of portfolio
Commonwealth Equity Services, LLC

436K
Shares

$15.8 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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