Transform Wealth, LLC Options Holdings

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
PUT
$476,000
12K
Q4 2024
New holding
CADL
Candel Therapeutics, Inc.

Healthcare
CALL
$30,000
3.5K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $1.75 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 58 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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