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June 25, 2023
Transform Wealth LLC trimmed its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) by 0.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 155,972 shares of the company’s stock after selling 1,391 shares during the period. iShares S&P […]
June 25, 2023
Transform Wealth LLC raised its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT – Get Rating) by 2.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 116,592 shares of the software maker’s stock after purchasing an additional 2,382 shares during the quarter. Transform […]
June 25, 2023
Transform Wealth LLC cut its holdings in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Get Rating) by 52.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 122,453 shares of the company’s stock after selling 137,095 shares during the […]
June 25, 2023
Transform Wealth LLC acquired a new position in shares of Hyatt Hotels Co. (NYSE:H – Get Rating) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 35,629 shares of the company’s stock, valued at approximately $3,983,000. A number of […]
June 25, 2023
Transform Wealth LLC cut its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Get Rating) by 2.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 205,044 shares of the company’s stock after selling 4,690 shares during the […]
June 25, 2023
Transform Wealth LLC lifted its stake in Archer-Daniels-Midland Company (NYSE:ADM – Get Rating) by 21.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 204,456 shares of the company’s stock after acquiring an additional 35,944 shares during the period. Archer-Daniels-Midland accounts […]
June 25, 2023
Transform Wealth LLC purchased a new stake in shares of United Rentals, Inc. (NYSE:URI – Get Rating) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 9,601 shares of the construction company’s stock, valued at approximately $3,800,000. Several other large investors have […]
June 25, 2023
Transform Wealth LLC cut its position in shares of Waste Management, Inc. (NYSE:WM – Get Rating) by 10.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,136 shares of the business services provider’s stock after selling 6,550 shares during the quarter. Transform Wealth […]
June 25, 2023
Transform Wealth LLC reduced its stake in shares of NXP Semiconductors (NASDAQ:NXPI – Get Rating) by 0.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,904 shares of the semiconductor provider’s stock after selling 153 shares during the period. Transform Wealth LLC’s […]
June 25, 2023
Transform Wealth LLC lifted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 63.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,488 shares of the company’s stock after purchasing an additional 14,901 shares during the period. Transform […]