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June 26, 2023
Transform Wealth LLC trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 2.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 6,887 shares of the exchange traded fund’s stock after selling 184 shares during the period. Transform Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth […]
June 26, 2023
Transform Wealth LLC raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 89.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,972 shares of the company’s stock after purchasing an additional 7,087 shares during the […]
June 26, 2023
Transform Wealth LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 28.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,861 shares of the electric vehicle producer’s stock after acquiring an additional 851 shares during the quarter. […]
June 25, 2023
Transform Wealth LLC cut its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Get Rating) by 0.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,124 shares of the pharmaceutical company’s stock after selling 102 shares during the quarter. […]
June 25, 2023
Transform Wealth LLC purchased a new position in Schlumberger Limited (NYSE:SLB – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 72,595 shares of the oil and gas company’s stock, valued at approximately $3,581,000. A number of other institutional investors and […]
June 25, 2023
Transform Wealth LLC grew its position in S&P Global Inc. (NYSE:SPGI – Get Rating) by 60.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,602 shares of the business services provider’s stock after buying an additional 3,608 shares during the period. Transform Wealth LLC’s holdings […]
June 25, 2023
Transform Wealth LLC increased its stake in The Allstate Co. (NYSE:ALL – Get Rating) by 0.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,888 shares of the insurance provider’s stock after purchasing an additional 200 shares during the period. […]
June 25, 2023
Transform Wealth LLC lowered its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 2.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,166 shares of the company’s stock after selling 2,606 shares during the quarter. […]
June 25, 2023
Transform Wealth LLC raised its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 202.3% during the 1st quarter, HoldingsChannel reports. The fund owned 63,358 shares of the apparel and home fashions retailer’s stock after purchasing an additional 42,398 shares during the period. Transform Wealth LLC’s holdings in TJX Companies were […]
June 25, 2023
Transform Wealth LLC decreased its position in Ulta Beauty, Inc. (NASDAQ:ULTA – Get Rating) by 0.4% in the 1st quarter, Holdings Channel.com reports. The fund owned 13,634 shares of the specialty retailer’s stock after selling 54 shares during the period. Transform Wealth LLC’s holdings in Ulta Beauty were worth $7,440,000 as of its most recent […]