Transform Wealth, LLC Closed Holding Positions

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AGNC
Agnc Investment Corp.

Real Estate
Q3 2018 Filed on Oct 25, 2018
37,400
$18.58 - $19.61 $695K - $733K
RYN
Rayonier Inc

Real Estate
Q3 2018 Filed on Oct 25, 2018
43,200
$33.44 - $39.41 $1.44M - $1.7M
EME
Emcor Group, Inc.

Industrials
Q3 2018 Filed on Oct 25, 2018
29,800
$73.88 - $80.83 $2.2M - $2.41M
Wyndham Destinations Inc
Q3 2018 Filed on Oct 25, 2018
28,697
N/A
FNB
Fnb Corp

Financial Services
Q3 2018 Filed on Oct 25, 2018
26,000
$12.67 - $13.81 $329K - $359K
E Trade Financial Corp
Q3 2018 Filed on Oct 25, 2018
35,600
N/A
PGHY
Invesco ETF Tr Ii Global Short

ETFs
Q3 2018 Filed on Oct 25, 2018
11,000
$23.26 - $23.55 $256K - $259K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2018 Filed on Oct 25, 2018
17,517
$156.36 - $197.98 $2.74M - $3.47M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 25, 2018
28,713
$54.39 - $61.95 $1.56M - $1.78M
Broadcom LTD
Q2 2018 Filed on Aug 03, 2018
10,154
N/A
Erin Energy Corp
Q2 2018 Filed on Aug 03, 2018
44,638
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q2 2018 Filed on Aug 03, 2018
39,200
$36.14 - $42.2 $1.42M - $1.65M
Marvell Technology Group LTD
Q2 2018 Filed on Aug 03, 2018
109,600
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 03, 2018
15,950
N/A
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q2 2018 Filed on Aug 03, 2018
30,200
$102.15 - $119.71 $3.08M - $3.62M
Time Warner Inc
Q2 2018 Filed on Aug 03, 2018
23,829
N/A
FIF
First Trust Energy Infrastructure Fund

Financial Services
Q2 2018 Filed on Aug 03, 2018
10,985
$14.83 - $16.5 $163K - $181K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2018 Filed on Aug 03, 2018
29,704
$132.81 - $157.38 $3.94M - $4.67M
Src Energy Inc
Q2 2018 Filed on Aug 03, 2018
11,000
N/A
OMC
Omnicom Group Inc.

Communication Services
Q2 2018 Filed on Aug 03, 2018
3,750
$70.22 - $76.31 $263K - $286K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2018 Filed on Aug 03, 2018
30,037
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 03, 2018
11,000
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2018 Filed on Aug 03, 2018
10,185
N/A
XRAY
Dentsply Sirona Inc.

Healthcare
Q1 2018 Filed on May 03, 2018
8,365
$49.95 - $68.3 $418K - $571K
Unilever N V
Q1 2018 Filed on May 03, 2018
27,846
N/A
WAT
Waters Corp

Healthcare
Q1 2018 Filed on May 03, 2018
1,370
$191.79 - $218.7 $263K - $300K
AZN
Astrazeneca PLC

Healthcare
Q1 2018 Filed on May 03, 2018
17,842
$32.97 - $36.63 $588K - $654K
Xerox Corp
Q1 2018 Filed on May 03, 2018
10,250
N/A
IRM
Iron Mountain Inc

Real Estate
Q1 2018 Filed on May 03, 2018
15,200
$30.89 - $37.61 $470K - $572K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2018 Filed on May 03, 2018
1,585
$133.75 - $147.99 $212K - $235K
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2018 Filed on May 03, 2018
42,600
$8.37 - $9.73 $357K - $414K
Priceline Grp Inc
Q1 2018 Filed on May 03, 2018
208
N/A
ETR
Entergy Corp

Utilities
Q1 2018 Filed on May 03, 2018
26,600
$72.02 - $82.6 $1.92M - $2.2M
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2018 Filed on May 03, 2018
1,950
$84.42 - $109.47 $165K - $213K
General Electric CO
Q1 2018 Filed on May 03, 2018
15,570
N/A
ADI
Analog Devices Inc

Technology
Q4 2017 Filed on Feb 08, 2018
8,471
$84.79 - $93.07 $718K - $788K
VTR
Ventas, Inc.

Real Estate
Q4 2017 Filed on Feb 08, 2018
3,135
$59.84 - $65.39 $188K - $205K
TPZ
Tortoise Power & Energy Infrastructure Fund Inc

Financial Services
Q4 2017 Filed on Feb 08, 2018
9,750
$19.72 - $21.68 $192K - $211K
Barclays Bank PLC
Q4 2017 Filed on Feb 08, 2018
19,000
N/A
Proshares Tr
Q4 2017 Filed on Feb 08, 2018
18,920
N/A
Wells Fargo CO New
Q4 2017 Filed on Feb 08, 2018
1,991
N/A
Proshares Tr
Q4 2017 Filed on Feb 08, 2018
6,762
N/A
UTG
Reaves Utility Income Fund

Financial Services
Q4 2017 Filed on Feb 08, 2018
6,600
$30.4 - $31.99 $201K - $211K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q4 2017 Filed on Feb 08, 2018
13,257
$14.96 - $15.48 $198K - $205K
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