Stay updated with breaking news from Transform Wealth. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Transform Wealth LLC grew its position in S&P Global Inc. (NYSE:SPGI – Get Rating) by 60.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,602 shares of the business services provider’s stock after buying an additional 3,608 shares during the period. Transform Wealth LLC’s holdings […]
Transform Wealth LLC increased its stake in The Allstate Co. (NYSE:ALL – Get Rating) by 0.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,888 shares of the insurance provider’s stock after purchasing an additional 200 shares during the period. […]
Transform Wealth LLC lowered its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 2.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,166 shares of the company’s stock after selling 2,606 shares during the quarter. […]
Transform Wealth LLC raised its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 202.3% during the 1st quarter, HoldingsChannel reports. The fund owned 63,358 shares of the apparel and home fashions retailer’s stock after purchasing an additional 42,398 shares during the period. Transform Wealth LLC’s holdings in TJX Companies were […]
Transform Wealth LLC decreased its position in Ulta Beauty, Inc. (NASDAQ:ULTA – Get Rating) by 0.4% in the 1st quarter, Holdings Channel.com reports. The fund owned 13,634 shares of the specialty retailer’s stock after selling 54 shares during the period. Transform Wealth LLC’s holdings in Ulta Beauty were worth $7,440,000 as of its most recent […]