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

Transform Wealth, LLC

$1.75 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	BUY	$29.06 - $31.07 $16.2 Million - $17.3 Million	555,787 New	555,787 $0

Others Institutions Holding PMAR

# of Institutions

199

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.5M
Shares

$59.1 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.17M
Shares

$46.3 Million
0.86% of portfolio
Southland Equity Partners LLC Wildwood, MO

754K
Shares

$29.8 Million
7.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

731K
Shares

$28.9 Million
0.07% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

277K
Shares

$11 Million
0.24% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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