Transform Wealth, LLC Sells in Q3 2024

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
-3.99K
- 6.86%
$32.96 - $36.48 $132K - $146K
54.2K $1.98M
XLV
Select Sector Spdr Fund Health

ETFs
-25
- 0.32%
$143.3 - $157.24 $3.58K - $3.93K
7.74K $1.19M
ABT
Abbott Laboratories

Healthcare
-17
- 0.24%
$100.07 - $118.13 $1.7K - $2.01K
7.09K $808K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1K
- 0.92%
$46.16 - $47.63 $46.3K - $47.8K
108K $5.15M
COF
Capital One Financial Corp

Financial Services
-382
- 3.22%
$131.42 - $153.05 $50.2K - $58.5K
11.5K $1.72M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-533
- 1.44%
$36.98 - $41.55 $19.7K - $22.1K
36.5K $1.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.23K
- 3.51%
$75.47 - $83.18 $92.7K - $102K
33.7K $2.8M
V
Visa Inc.

Financial Services
-6
- 0.08%
$253.74 - $291.56 $1.52K - $1.75K
7.59K $2.09M
XLU
Utilities Sector Spdr

ETFs
-230
- 2.56%
$67.67 - $80.78 $15.6K - $18.6K
8.75K $706K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.53K
- 3.13%
$46.9 - $51.96 $71.9K - $79.7K
47.5K $2.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.91K
- 3.95%
$77.02 - $85.06 $147K - $162K
46.3K $3.92M
KR
Kroger CO

Consumer Defensive
-908
- 3.02%
$50.43 - $57.3 $45.8K - $52K
29.1K $1.67M
ISRG
Intuitive Surgical Inc

Healthcare
-105
- 2.05%
$416.14 - $494.01 $43.7K - $51.9K
5.01K $2.46M
ALL
Allstate Corp

Financial Services
-300
- 3.57%
$158.43 - $192.86 $47.5K - $57.9K
8.11K $1.54M
BX
Blackstone Inc.

Financial Services
-691
- 3.41%
$120.77 - $159.66 $83.5K - $110K
19.6K $2.99M
LOW
Lowes Companies Inc

Consumer Cyclical
-579
- 3.9%
$213.3 - $270.78 $124K - $157K
14.3K $3.86M
GLD
Spdr Gold Trust

ETFs
-96
- 0.43%
$215.56 - $246.98 $20.7K - $23.7K
22.5K $5.46M
POWL
Powell Industries Inc

Industrials
-403
- 0.02%
$130.27 - $221.99 $52.5K - $89.5K
1.67M $372M
Activity Summary
Buys All Purchases 114 New Holdings 24 Increased Positions 90 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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