Transform Wealth, LLC Global X Mlp & Energy Infrastr Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

A detailed history of Transform Wealth, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Transform Wealth, LLC holds 31,307 shares of MLPX stock, worth $1.69 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

31,307

Previous 32,176 2.7%

Holding current value

$1.69 Million

Previous $1.58 Million 1.4%

% of portfolio

0.12%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$46.86 - $51.05 $40,721 - $44,362	-869 Reduced 2.7%	31,307 $1.6 Million
Q1 2024 Apr 15, 2024	SELL	$43.29 - $48.99 $74,415 - $84,213	-1,719 Reduced 5.07%	32,176 $1.58 Million
Q4 2023 Jan 18, 2024	SELL	$40.69 - $45.46 $81,420 - $90,965	-2,001 Reduced 5.57%	33,895 $1.51 Million
Q3 2023 Oct 10, 2023	BUY	$41.06 - $43.29 $631,092 - $665,367	15,370 Added 74.88%	35,896 $1.52 Million
Q2 2023 Jul 13, 2023	SELL	$38.59 - $41.57 $89,914 - $96,858	-2,330 Reduced 10.19%	20,526 $853,000
Q1 2023 Apr 14, 2023	SELL	$37.63 - $42.67 $451 - $512	-12 Reduced 0.05%	22,856 $913,000
Q4 2022 Jan 12, 2023	BUY	$39.78 - $43.39 $909,689 - $992,242	22,868 New	22,868 $0
Q2 2022 Jul 15, 2022	SELL	$36.9 - $45.79 $62,139 - $77,110	-1,684 Reduced 4.02%	40,212 $1.53 Million
Q1 2022 Apr 25, 2022	SELL	$36.01 - $43.47 $71,767 - $86,635	-1,993 Reduced 4.54%	41,896 $1.79 Million
Q4 2021 Jan 26, 2022	SELL	$33.83 - $40.0 $2.28 Million - $2.7 Million	-67,450 Reduced 60.58%	43,889 $1.55 Million
Q3 2021 Oct 15, 2021	BUY	$32.27 - $36.84 $1.24 Million - $1.41 Million	38,306 Added 52.45%	111,339 $4 Million
Q2 2021 Jul 20, 2021	SELL	$31.57 - $38.1 $137,897 - $166,420	-4,368 Reduced 5.64%	73,033 $2.65 Million
Q1 2021 Apr 22, 2021	BUY	$26.74 - $32.63 $2.07 Million - $2.53 Million	77,401 New	77,401 $2.45 Million
Q3 2020 Oct 21, 2020	SELL	$21.96 - $26.9 $686,337 - $840,732	-31,254 Closed	0 $0
Q2 2020 Jul 22, 2020	BUY	$17.43 - $30.24 $544,757 - $945,120	31,254 New	31,254 $778,000

Others Institutions Holding MLPX

# of Institutions

218

Shares Held

22.4M

Call Options Held

52.8K

Put Options Held

700

View Full List

About GLOBAL X MLP & ENERGY INFRASTR

Ticker MLPX
Sector ETFs
Industry ETFs

More about MLPX

Track This Portfolio

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.

Account

Transform Wealth, LLC Global X Mlp & Energy Infrastr Transaction History