Transform Wealth, LLC STRATEGIC TRUST Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025
Number of Shares
118,904
Previous 130,191 8.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
N/A
-11,287 Reduced 8.67%
118,904 $0
Q4 2024

Jan 16, 2025
BUY
N/A
68,195 Added 110.0%
130,191 $0
Q3 2024

Oct 15, 2024
SELL
N/A
-4,736 Reduced 7.1%
61,996 $0
Q2 2024

Jul 15, 2024
SELL
N/A
-6,596 Reduced 9.0%
66,732 $0
Q1 2024

Apr 15, 2024
BUY
N/A
32,289 Added 78.68%
73,328 $0
Q4 2023

Jan 18, 2024
SELL
N/A
-1,723 Reduced 4.03%
41,039 $0
Q3 2023

Oct 10, 2023
BUY
N/A
42,762 New
42,762 $0
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