Transform Wealth, LLC Closed Holding Positions

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q3 2021 Filed on Oct 15, 2021
16,177
$50.45 - $50.5 $816K - $817K
VMEO
Vimeo, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
7,989
$29.37 - $51.67 $235K - $413K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
18,113
$59.87 - $68.61 $1.08M - $1.24M
DOCU
Docusign, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
881
$256.89 - $310.05 $226K - $273K
Ishares Gold Tr
Q2 2021 Filed on Jul 20, 2021
148,838
N/A
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2021 Filed on Jul 20, 2021
4,127
$49.75 - $53.3 $205K - $220K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2021 Filed on Jul 20, 2021
11,015
$50.96 - $55.14 $561K - $607K
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Jul 20, 2021
16,118
$63.17 - $68.14 $1.02M - $1.1M
Iac Interactivecorp New
Q2 2021 Filed on Jul 20, 2021
3,749
N/A
MCHI
Ishares Msci China ETF

ETFs
Q2 2021 Filed on Jul 20, 2021
7,414
$76.69 - $84.08 $569K - $623K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2021 Filed on Jul 20, 2021
1,587
$129.85 - $134.36 $206K - $213K
BNDX
Vanguard Total International B

ETFs
Q1 2021 Filed on Apr 22, 2021
4,655
$56.78 - $58.56 $264K - $273K
DHR
Danaher Corp

Healthcare
Q1 2021 Filed on Apr 22, 2021
8,438
$212.38 - $245.9 $1.79M - $2.07M
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on Apr 22, 2021
2,074
$128.33 - $139.05 $266K - $288K
VHT
Vanguard Health Care ETF

ETFs
Q1 2021 Filed on Apr 22, 2021
23,449
$218.21 - $236.79 $5.12M - $5.55M
AEG
Aegon Nv

Financial Services
Q4 2020 Filed on Jan 20, 2021
11,500
$2.64 - $3.95 $30.4K - $45.4K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2020 Filed on Jan 20, 2021
18,177
$33.52 - $44.1 $609K - $802K
BP
Bp PLC

Energy
Q4 2020 Filed on Jan 20, 2021
12,502
$14.9 - $22.41 $186K - $280K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2020 Filed on Jan 20, 2021
3,142
$217.66 - $266.19 $684K - $836K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
Q4 2020 Filed on Jan 20, 2021
181,975
$31.78 - $34.72 $5.78M - $6.32M
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2020 Filed on Jan 20, 2021
2,790
$76.67 - $86.26 $214K - $241K
Empire St Rlty Op L P
Q4 2020 Filed on Jan 20, 2021
12,909
N/A
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q4 2020 Filed on Jan 20, 2021
2,069
$62.23 - $71.54 $129K - $148K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2020 Filed on Jan 20, 2021
2,715
$128.09 - $159.06 $348K - $432K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2020 Filed on Jan 20, 2021
3,816
$61.66 - $67.88 $235K - $259K
SHV
Ishares Tr

ETFs
Q3 2020 Filed on Oct 21, 2020
3,291
$110.7 - $110.74 $364K - $364K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2020 Filed on Oct 21, 2020
5,652
$46.15 - $48.99 $261K - $277K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 21, 2020
32,520
$17.91 - $18.91 $582K - $615K
Scynexis Inc
Q3 2020 Filed on Oct 21, 2020
25,000
N/A
Iac Interactivecorp
Q3 2020 Filed on Oct 21, 2020
2,220
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2020 Filed on Oct 21, 2020
8,909
$79.56 - $90.13 $709K - $803K
GIS
General Mills Inc

Consumer Defensive
Q3 2020 Filed on Oct 21, 2020
6,321
$57.32 - $65.74 $362K - $416K
CACI
Caci International Inc

Technology
Q3 2020 Filed on Oct 21, 2020
1,084
$194.41 - $240.34 $211K - $261K
AR
Antero Resources Corp

Energy
Q3 2020 Filed on Oct 21, 2020
10,977
$2.62 - $4.43 $28.8K - $48.6K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
1,883
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
5,097
$90.69 - $104.0 $462K - $530K
FISV
Fiserv Inc

Technology
Q3 2020 Filed on Oct 21, 2020
7,230
$93.06 - $104.07 $673K - $752K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2020 Filed on Oct 21, 2020
2,992
$44.27 - $51.59 $132K - $154K
Global X Fds
Q2 2020 Filed on Jul 22, 2020
24,408
N/A
Barclays Bank PLC
Q2 2020 Filed on Jul 22, 2020
18,939
N/A
BAC
Bank Of America Corp

Financial Services
Q2 2020 Filed on Jul 22, 2020
165,229
$19.77 - $28.54 $3.27M - $4.72M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q2 2020 Filed on Jul 22, 2020
11,894
$26.29 - $28.33 $313K - $337K
LII
Lennox International Inc

Industrials
Q2 2020 Filed on Jul 22, 2020
1,272
$170.72 - $237.99 $217K - $303K
CBRE
Cbre Group, Inc.

Real Estate
Q2 2020 Filed on Jul 22, 2020
39,600
$34.84 - $55.49 $1.38M - $2.2M
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Jul 22, 2020
56,966
$39.5 - $64.11 $2.25M - $3.65M
SYF
Synchrony Financial

Financial Services
Q2 2020 Filed on Jul 22, 2020
181,649
$13.25 - $26.87 $2.41M - $4.88M
AFL
Aflac Inc

Financial Services
Q2 2020 Filed on Jul 22, 2020
84,902
$31.83 - $42.1 $2.7M - $3.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2020 Filed on Jul 22, 2020
21,627
$91.38 - $174.23 $1.98M - $3.77M
United Technologies Corp
Q2 2020 Filed on Jul 22, 2020
20,707
N/A
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