A detailed history of Transform Wealth, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Transform Wealth, LLC holds 65,455 shares of MLPX stock, worth $3.7 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
65,455
Previous 31,307 109.07%
Holding current value
$3.7 Million
Previous $1.6 Million 122.9%
% of portfolio
0.24%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$50.37 - $55.21 $1.72 Million - $1.89 Million
34,148 Added 109.07%
65,455 $3.56 Million
Q2 2024

Jul 15, 2024

SELL
$46.86 - $51.05 $40,721 - $44,362
-869 Reduced 2.7%
31,307 $1.6 Million
Q1 2024

Apr 15, 2024

SELL
$43.29 - $48.99 $74,415 - $84,213
-1,719 Reduced 5.07%
32,176 $1.58 Million
Q4 2023

Jan 18, 2024

SELL
$40.69 - $45.46 $81,420 - $90,965
-2,001 Reduced 5.57%
33,895 $1.51 Million
Q3 2023

Oct 10, 2023

BUY
$41.06 - $43.29 $631,092 - $665,367
15,370 Added 74.88%
35,896 $1.52 Million
Q2 2023

Jul 13, 2023

SELL
$38.59 - $41.57 $89,914 - $96,858
-2,330 Reduced 10.19%
20,526 $853,000
Q1 2023

Apr 14, 2023

SELL
$37.63 - $42.67 $451 - $512
-12 Reduced 0.05%
22,856 $913,000
Q4 2022

Jan 12, 2023

BUY
$38.33 - $43.39 $876,530 - $992,242
22,868 New
22,868 $0
Q2 2022

Jul 15, 2022

SELL
$36.9 - $45.79 $62,139 - $77,110
-1,684 Reduced 4.02%
40,212 $1.53 Million
Q1 2022

Apr 25, 2022

SELL
$36.01 - $43.47 $71,767 - $86,635
-1,993 Reduced 4.54%
41,896 $1.79 Million
Q4 2021

Jan 26, 2022

SELL
$33.83 - $40.0 $2.28 Million - $2.7 Million
-67,450 Reduced 60.58%
43,889 $1.55 Million
Q3 2021

Oct 15, 2021

BUY
$32.27 - $36.84 $1.24 Million - $1.41 Million
38,306 Added 52.45%
111,339 $4 Million
Q2 2021

Jul 20, 2021

SELL
$31.57 - $38.1 $137,897 - $166,420
-4,368 Reduced 5.64%
73,033 $2.65 Million
Q1 2021

Apr 22, 2021

BUY
$26.74 - $32.63 $2.07 Million - $2.53 Million
77,401 New
77,401 $2.45 Million
Q3 2020

Oct 21, 2020

SELL
$21.96 - $26.9 $686,337 - $840,732
-31,254 Closed
0 $0
Q2 2020

Jul 22, 2020

BUY
$17.43 - $30.24 $544,757 - $945,120
31,254 New
31,254 $778,000

Others Institutions Holding MLPX

About GLOBAL X MLP & ENERGY INFRASTR


  • Ticker MLPX
  • Sector ETFs
  • Industry ETFs
More about MLPX
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.