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March 27, 2022
Transform Wealth LLC cut its stake in shares of Lockheed Martin Co. (NYSE:LMT – Get Rating) by 10.3% during the fourth quarter, HoldingsChannel reports. The firm owned 1,370 shares of the aerospace company’s stock after selling 158 shares during the quarter. Transform Wealth LLC’s holdings in Lockheed Martin were worth $487,000 at the end of […]
March 27, 2022
Transform Wealth LLC lifted its holdings in Edwards Lifesciences Co. (NYSE:EW – Get Rating) by 1.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,128 shares of the medical research company’s stock after buying an additional 130 shares during the quarter. Transform Wealth LLC’s […]
March 27, 2022
Transform Wealth LLC reduced its stake in shares of Activision Blizzard, Inc. (NASDAQ:ATVI – Get Rating) by 91.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,465 shares of the company’s stock after selling 60,973 shares during […]
March 27, 2022
Transform Wealth LLC boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Get Rating) by 3.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 9,602 shares of the company’s stock after acquiring an additional 302 shares during the period. Transform Wealth LLC’s holdings in iShares Core MSCI EAFE […]
March 27, 2022
Transform Wealth LLC lessened its stake in IAC/InterActiveCorp (NASDAQ:IAC – Get Rating) by 10.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 4,546 shares of the company’s stock after selling 555 shares during the quarter. Transform Wealth LLC’s holdings in IAC/InterActiveCorp were worth $594,000 as of its most recent SEC filing. Other hedge […]
March 27, 2022
Transform Wealth LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 1.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,817 shares of the company’s stock after selling 70 shares during the period. Transform […]