Transform Wealth, LLC
Q4 2024 13F Holdings
Location
Greenwood Village, CO
Holdings as of
12/31/2024
Value
$1.80B
Value excl. options
$1.80B
Num holdings
262
Date filed
1/16/2025
Form type
13F-HR
Prev filing
10/15/2024
Next filing
4/15/2025
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type