Transform Wealth, LLC

Q4 2023 13F Holdings

Location
Greenwood Village, CO
Holdings as of
12/31/2023
Value ($000)
$1,025,573
Num holdings
239
Date filed
1/18/2024
Form type
13F-HR
Prev filing
10/10/2023
Next filing
4/15/2024
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type