Transform Wealth, LLC
Q1 2024 13F Holdings
Location
Greenwood Village, CO
Holdings as of
3/31/2024
Value ($000)
$1,053,068
Num holdings
219
Date filed
4/15/2024
Form type
13F-HR
Prev filing
2/26/2024
Next filing
7/15/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3 - RESTATEMENT
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type