Transform Wealth, LLC SERIES PORTFOLIOS TR Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025
Number of Shares
138,314
Previous 170,246 18.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 15, 2025
SELL
N/A
-31,932 Reduced 18.76%
138,314 $0
Q4 2024

Jan 16, 2025
SELL
N/A
-28,877 Reduced 14.5%
170,246 $0
Q3 2024

Oct 15, 2024
BUY
N/A
199,123 New
199,123 $0
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