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June 25, 2023
Transform Wealth LLC boosted its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 101.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 46,502 shares of the exchange traded fund’s stock after purchasing an additional 23,471 […]
June 25, 2023
Transform Wealth LLC grew its stake in shares of Target Co. (NYSE:TGT – Get Rating) by 8.7% during the first quarter, Holdings Channel reports. The institutional investor owned 52,304 shares of the retailer’s stock after buying an additional 4,173 shares during the period. Transform Wealth LLC’s holdings in Target were worth $8,663,000 as of its […]
June 25, 2023
Transform Wealth LLC lifted its stake in shares of Canadian National Railway (NYSE:CNI – Get Rating) (TSE:CNR) by 100.0% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 40,552 shares of the transportation company’s stock after buying an additional 20,276 shares during the quarter. Transform […]
June 25, 2023
Transform Wealth LLC raised its stake in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 3.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 135,820 shares of the biopharmaceutical company’s stock after buying an additional 4,174 shares during the quarter. Transform Wealth […]
June 25, 2023
Transform Wealth LLC decreased its position in Lam Research Co. (NASDAQ:LRCX – Get Rating) by 1.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,592 shares of the semiconductor company’s stock after selling 316 shares during the period. Lam […]
June 25, 2023
Transform Wealth LLC grew its position in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) by 4,624.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 893,144 shares of the company’s stock after purchasing an additional 874,238 shares during the period. Innovator […]
June 25, 2023
Transform Wealth LLC raised its stake in The Interpublic Group of Companies, Inc. (NYSE:IPG – Get Rating) by 0.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 90,910 shares of the business services provider’s stock after acquiring an additional […]
June 25, 2023
Transform Wealth LLC bought a new stake in ONEOK, Inc. (NYSE:OKE – Get Rating) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 168,270 shares of the utilities provider’s stock, valued at approximately $10,692,000. Several other institutional investors and hedge funds also recently made […]
June 25, 2023
Transform Wealth LLC grew its position in Fidelity MSCI Energy Index ETF (NYSEARCA:FENY – Get Rating) by 72.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 163,285 shares of the company’s stock after buying an additional 68,516 shares during the quarter. Transform Wealth […]
June 25, 2023
Transform Wealth LLC lifted its stake in iShares Gold Trust (NYSEARCA:IAU – Get Rating) by 101.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 340,658 shares of the exchange traded fund’s stock after acquiring an additional 171,446 shares during the […]