Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2018

Aug 03, 2018

SELL
N/A
-109,600 Closed
0 $0
Q1 2018

May 03, 2018

SELL
N/A
-24,400 Reduced 18.21%
109,600 $2.3 Million
Q4 2017

Feb 08, 2018

BUY
N/A
134,000
134,000 $2.88 Million
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.