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
2/26/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
10/10/2023
Next filing
4/15/2024
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type