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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 […]
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 […]
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. […]
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. […]
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 […]