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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 […]
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 […]
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 […]
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 […]
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 […]