Transform Wealth, LLC Spdr Ser Tr S&P Transn ETF Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding XTN
# of Institutions
91Shares Held
776KCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3300KShares$25 Million0.33% of portfolio
-
Morgan Stanley New York, NY55KShares$4.58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.8KShares$3.98 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO32.1KShares$2.67 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA30.5KShares$2.54 Million0.0% of portfolio