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
85Shares Held
520KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY67.4KShares$5.61 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC58.1KShares$4.84 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA44.5KShares$3.7 Million0.0% of portfolio
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Goldman Sachs Group Inc New York, NY31.9KShares$2.65 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN26.5KShares$2.2 Million0.0% of portfolio