Transform Wealth, LLC Innovator U.S. Equity Power Bu Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding PJUL
# of Institutions
267Shares Held
18.1MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$147 Million0.05% of portfolio
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Penserra Capital Management LLC Orinda, CA1.14MShares$46.7 Million0.86% of portfolio
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Commonwealth Equity Services, LLC648KShares$26.6 Million0.04% of portfolio
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Janney Montgomery Scott LLC558KShares$22.9 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ556KShares$22.8 Million0.06% of portfolio