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June 25, 2023
Transform Wealth LLC trimmed its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 1.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,215 shares of the medical research company’s stock after selling 152 shares during the period. Transform Wealth […]
June 25, 2023
Transform Wealth LLC cut its holdings in HCA Healthcare, Inc. (NYSE:HCA – Get Rating) by 0.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,247 shares of the company’s stock after selling 167 shares during the period. […]
June 25, 2023
Transform Wealth LLC increased its position in shares of Chubb Limited (NYSE:CB – Get Rating) by 0.1% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 35,607 shares of the financial services provider’s stock after purchasing an additional 52 shares during the quarter. Transform Wealth LLC’s holdings […]
June 25, 2023
Transform Wealth LLC grew its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 0.4% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 93,907 shares of the financial services provider’s stock after buying an additional 350 shares during the quarter. […]
June 25, 2023
Transform Wealth LLC increased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 98.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 23,964 shares of the medical equipment provider’s stock after buying an additional 11,877 shares during […]
June 25, 2023
Transform Wealth LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 70.5% in the first quarter, Holdings Channel.com reports. The firm owned 28,053 shares of the industrial products company’s stock after buying an additional 11,595 shares during the quarter. Transform Wealth LLC’s holdings in Caterpillar were worth $6,420,000 at the […]
June 25, 2023
Transform Wealth LLC lifted its position in Broadcom Inc. (NASDAQ:AVGO – Get Rating) by 0.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,706 shares of the semiconductor manufacturer’s stock after purchasing an additional 35 shares during the quarter. Broadcom accounts […]
June 25, 2023
Transform Wealth LLC purchased a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 58,911 shares of the exchange traded fund’s stock, valued at approximately $6,347,000. A […]
June 25, 2023
Claro Advisors LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 3.2% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 43,497 shares of the company’s stock after purchasing an additional 1,364 shares during the quarter. JPMorgan Equity Premium […]
June 25, 2023
Transform Wealth LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 63.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 34,500 shares of the company’s stock after purchasing an additional 13,442 shares during the period. […]