Transform Wealth, LLC Asset Management

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.5B
$9.68 Million 0.55% of portfolio
126,029
Q4 2024 New
$112B
$5.44 Million 0.31% of portfolio
31,527
Q4 2024 Added 61.22%
$0
$584,000 0.03% of portfolio
18,437
Q2 2024 Added 0.95%
$0
$562,000 0.03% of portfolio
34,900
Q4 2024 New
$0
$555,000 0.03% of portfolio
156,049
Q4 2024 New
$0
$551,000 0.03% of portfolio
169,225
Q4 2024 New
$0
$545,000 0.03% of portfolio
57,714
Q4 2024 New
$0
$534,000 0.03% of portfolio
201,094
Q4 2024 New
$0
$504,000 0.03% of portfolio
33,690
Q4 2024 New
$2.41B
$435,000 0.02% of portfolio
21,577
Q3 2023 Reduced 57.96%
$0
$344,000 0.02% of portfolio
29,581
Q4 2024 New
$0
$330,000 0.02% of portfolio
53,860
Q4 2024 New
$0
$272,000 0.02% of portfolio
23,100
Q4 2024 New
$0
$261,000 0.01% of portfolio
54,448
Q4 2024 New
$5.66B
$211,000 0.01% of portfolio
6,538
Q4 2024 New
$0
$167,000 0.01% of portfolio
10,800
Q4 2024 New
$0
$135,000 0.01% of portfolio
10,095
Q1 2024 Added 0.9%
$0
$103,000 0.01% of portfolio
10,657
Q4 2024 New
$0
$87,000 0.0% of portfolio
23,167
Q4 2024 New
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