Transform Wealth, LLC Closed Holding Positions

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Varian Med Sys Inc
Q1 2019 Filed on Apr 12, 2019
2,250
N/A
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2019 Filed on Apr 12, 2019
3,226
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2019 Filed on Apr 12, 2019
10,188
$78.94 - $92.95 $804K - $947K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q1 2019 Filed on Apr 12, 2019
84,988
$3.91 - $4.31 $332K - $366K
LEA
Lear Corp

Consumer Cyclical
Q1 2019 Filed on Apr 12, 2019
3,000
$121.6 - $158.79 $365K - $476K
IFGL
Ishares International Develope

ETFs
Q1 2019 Filed on Apr 12, 2019
16,400
$26.83 - $30.45 $440K - $499K
EMN
Eastman Chemical CO

Basic Materials
Q1 2019 Filed on Apr 12, 2019
19,900
$71.4 - $84.6 $1.42M - $1.68M
KO
Coca Cola CO

Consumer Defensive
Q1 2019 Filed on Apr 12, 2019
16,400
$44.69 - $49.79 $733K - $817K
Carlyle Group L P
Q1 2019 Filed on Apr 12, 2019
33,000
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q1 2019 Filed on Apr 12, 2019
19,083
$88.81 - $102.85 $1.69M - $1.96M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2019 Filed on Apr 12, 2019
1,988
$97.5 - $125.79 $194K - $250K
Wisdomtree Tr
Q1 2019 Filed on Apr 12, 2019
38,458
N/A
WY
Weyerhaeuser CO

Real Estate
Q1 2019 Filed on Apr 12, 2019
12,334
$21.53 - $26.75 $266K - $330K
EA
Electronic Arts Inc.

Communication Services
Q1 2019 Filed on Apr 12, 2019
3,050
$78.71 - $106.84 $240K - $326K
HL
Hecla Mining CO

Basic Materials
Q1 2019 Filed on Apr 12, 2019
22,000
$2.23 - $2.93 $49.1K - $64.5K
GVA
Granite Construction Inc

Industrials
Q1 2019 Filed on Apr 12, 2019
6,198
$40.1 - $48.43 $249K - $300K
Antero Midstream Gp LP
Q1 2019 Filed on Apr 12, 2019
1,000,000
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2019 Filed on Apr 12, 2019
9,809
$154.62 - $190.96 $1.52M - $1.87M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q1 2019 Filed on Apr 12, 2019
19,494
$9.36 - $10.26 $182K - $200K
TER
Teradyne, Inc

Technology
Q4 2018 Filed on Jan 30, 2019
60,267
$28.94 - $36.93 $1.74M - $2.23M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 30, 2019
23,400
$17.34 - $22.63 $406K - $530K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q4 2018 Filed on Jan 30, 2019
10,100
$9.44 - $13.5 $95.3K - $136K
Celgene Corp
Q4 2018 Filed on Jan 30, 2019
10,000
N/A
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 30, 2019
14,600
$91.57 - $129.67 $1.34M - $1.89M
SAN
Banco Santander, S.A.

Financial Services
Q4 2018 Filed on Jan 30, 2019
13,328
$4.32 - $5.04 $57.6K - $67.2K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2018 Filed on Jan 30, 2019
137,540
N/A
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2018 Filed on Jan 30, 2019
77,594
N/A
USFD
Us Foods Holding Corp.

Consumer Defensive
Q4 2018 Filed on Jan 30, 2019
69,749
$27.99 - $33.18 $1.95M - $2.31M
HI
Hillenbrand, Inc.

Industrials
Q4 2018 Filed on Jan 30, 2019
82,600
$36.42 - $53.07 $3.01M - $4.38M
STT
State Street Corp

Financial Services
Q4 2018 Filed on Jan 30, 2019
17,892
$59.78 - $87.14 $1.07M - $1.56M
International Speedway Corp
Q4 2018 Filed on Jan 30, 2019
52,400
N/A
Cigna Corporation
Q4 2018 Filed on Jan 30, 2019
9,533
N/A
IBM
International Business Machines Corp

Technology
Q4 2018 Filed on Jan 30, 2019
1,697
$102.84 - $146.99 $175K - $249K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q4 2018 Filed on Jan 30, 2019
10,353
$8.06 - $8.69 $83.4K - $90K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q4 2018 Filed on Jan 30, 2019
14,414
$9.12 - $9.43 $131K - $136K
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Jan 30, 2019
2,924
$57.11 - $83.13 $167K - $243K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 30, 2019
39,043
N/A
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q3 2018 Filed on Oct 25, 2018
20,484
N/A
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q3 2018 Filed on Oct 25, 2018
11,083
$21.37 - $22.3 $237K - $247K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q3 2018 Filed on Oct 25, 2018
10,400
$12.16 - $12.98 $126K - $135K
SUB
Ishares Short Term National Mu

ETFs
Q3 2018 Filed on Oct 25, 2018
4,965
$104.57 - $105.31 $519K - $523K
AOS
Smith A O Corp

Industrials
Q3 2018 Filed on Oct 25, 2018
3,512
$53.37 - $61.39 $187K - $216K
BNS
Bank Of Nova Scotia

Financial Services
Q3 2018 Filed on Oct 25, 2018
5,440
$56.17 - $60.46 $306K - $329K
SHW
Sherwin Williams CO

Basic Materials
Q3 2018 Filed on Oct 25, 2018
832
$135.59 - $159.33 $113K - $133K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2018 Filed on Oct 25, 2018
950
$175.35 - $224.84 $167K - $214K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2018 Filed on Oct 25, 2018
10,800
$102.1 - $115.95 $1.1M - $1.25M
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2018 Filed on Oct 25, 2018
7,050
$29.32 - $33.39 $207K - $235K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2018 Filed on Oct 25, 2018
6,858
N/A
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2018 Filed on Oct 25, 2018
37,100
$37.08 - $40.77 $1.38M - $1.51M
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