Transform Wealth, LLC Closed Holding Positions

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BAC
Bank Of America Corp

Financial Services
Q2 2020 Filed on Jul 22, 2020
165,229
$19.77 - $28.54 $3.27M - $4.72M
SYF
Synchrony Financial

Financial Services
Q2 2020 Filed on Jul 22, 2020
181,649
$13.25 - $26.87 $2.41M - $4.88M
LII
Lennox International Inc

Industrials
Q2 2020 Filed on Jul 22, 2020
1,272
$170.72 - $237.99 $217K - $303K
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Jul 22, 2020
56,966
$39.5 - $64.11 $2.25M - $3.65M
United Technologies Corp
Q2 2020 Filed on Jul 22, 2020
20,707
N/A
Barclays Bank PLC
Q2 2020 Filed on Jul 22, 2020
18,939
N/A
AFL
Aflac Inc

Financial Services
Q2 2020 Filed on Jul 22, 2020
84,902
$31.83 - $42.1 $2.7M - $3.57M
GLW
Corning Inc

Technology
Q1 2020 Filed on Apr 30, 2020
9,300
$17.75 - $30.4 $165K - $283K
EMB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 30, 2020
18,818
$85.8 - $117.01 $1.61M - $2.2M
IYF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 30, 2020
1,715
$41.18 - $71.71 $70.6K - $123K
DEO
Diageo PLC

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
1,277
$102.59 - $170.7 $131K - $218K
COP
Conocophillips

Energy
Q1 2020 Filed on Apr 30, 2020
76,227
$22.67 - $66.48 $1.73M - $5.07M
BCE
Bce Inc

Communication Services
Q1 2020 Filed on Apr 30, 2020
4,676
$31.96 - $49.18 $149K - $230K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2020 Filed on Apr 30, 2020
59,146
$84.57 - $110.24 $5M - $6.52M
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on Apr 30, 2020
5,311
$78.83 - $94.82 $419K - $504K
AMCR
Amcor PLC

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
20,376
$5.95 - $11.02 $121K - $225K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2020 Filed on Apr 30, 2020
6,309
$81.69 - $141.34 $515K - $892K
IYJ
Ishares Tr

ETFs
Q1 2020 Filed on Apr 30, 2020
1,270
$52.08 - $87.1 $66.1K - $111K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on Apr 30, 2020
20,678
$78.75 - $100.3 $1.63M - $2.07M
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2020 Filed on Apr 30, 2020
23,666
$14.87 - $26.37 $352K - $624K
CCL
Carnival Corp

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
16,052
$9.3 - $51.9 $149K - $833K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 30, 2020
11,850
N/A
VMW
Vmware, Inc.

Technology
Q4 2019 Filed on Jan 24, 2020
15,712
$147.08 - $172.82 $2.31M - $2.72M
Bb&T Corp
Q4 2019 Filed on Jan 24, 2020
34,458
N/A
CN
Xtrackers Msci All China Eqty
Q4 2019 Filed on Jan 24, 2020
25,500
N/A
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q4 2019 Filed on Jan 24, 2020
44,299
$44.98 - $49.83 $1.99M - $2.21M
THD
Ishares Inc Msci Thailand ETF

ETFs
Q3 2019 Filed on Oct 24, 2019
2,987
$85.85 - $96.22 $256K - $287K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q3 2019 Filed on Oct 24, 2019
8,888
$38.22 - $41.91 $340K - $372K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2019 Filed on Oct 24, 2019
13,876
$30.69 - $30.76 $426K - $427K
SRLN
Ssga Active Trust

ETFs
Q3 2019 Filed on Oct 24, 2019
7,818
$46.05 - $46.37 $360K - $363K
Vaneck Vectors ETF Tr
Q3 2019 Filed on Oct 24, 2019
10,034
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q3 2019 Filed on Oct 24, 2019
4,563
$128.22 - $131.67 $585K - $601K
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Oct 24, 2019
36,783
$27.28 - $30.61 $1M - $1.13M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q3 2019 Filed on Oct 24, 2019
3,362
$89.31 - $96.08 $300K - $323K
CNC
Centene Corp

Healthcare
Q3 2019 Filed on Oct 24, 2019
27,938
$43.13 - $54.51 $1.2M - $1.52M
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q3 2019 Filed on Oct 24, 2019
9,022
$36.45 - $38.11 $329K - $344K
EWA
Ishares Msci Australia ETF

ETFs
Q3 2019 Filed on Oct 24, 2019
9,978
$21.01 - $22.81 $210K - $228K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q3 2019 Filed on Oct 24, 2019
5,448
$38.89 - $46.73 $212K - $255K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q3 2019 Filed on Oct 24, 2019
6,262
$33.08 - $36.62 $207K - $229K
HTLF
Heartland Financial Usa Inc

Financial Services
Q3 2019 Filed on Oct 24, 2019
7,566
$41.77 - $48.25 $316K - $365K
AGZ
Ishares Agency Bond ETF

ETFs
Q3 2019 Filed on Oct 24, 2019
3,677
$115.49 - $116.57 $425K - $429K
IWC
Russell Micro Cap ETF

ETFs
Q3 2019 Filed on Oct 24, 2019
4,229
$84.33 - $93.69 $357K - $396K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2019 Filed on Oct 24, 2019
16,774
$26.69 - $29.57 $448K - $496K
Harris Corp Del
Q3 2019 Filed on Oct 24, 2019
5,975
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q2 2019 Filed on Jul 30, 2019
10,700
$8.81 - $10.14 $94.3K - $108K
Dowdupont Inc
Q2 2019 Filed on Jul 30, 2019
44,710
N/A
BIIB
Biogen Inc.

Healthcare
Q2 2019 Filed on Jul 30, 2019
13,431
$219.29 - $241.72 $2.95M - $3.25M
CINF
Cincinnati Financial Corp

Financial Services
Q2 2019 Filed on Jul 30, 2019
5,200
$85.08 - $105.94 $442K - $551K
GIM
Templeton Global Income Fund

Financial Services
Q2 2019 Filed on Jul 30, 2019
13,700
$6.2 - $6.4 $84.9K - $87.7K
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