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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

AEE holding history

Ameren Corp in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEE overviewAll 13F holders of AEEFull Q1 2025 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2022
Holdings of AEE by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,950−100.0%Sold outHolders
Q3 20232,950$220.7K<0.1%−2,950−50.0%ReducedHolders
Q2 20235,900$481.9K<0.1%00.0%UnchangedHolders
Q1 20235,900$509.7K<0.1%+2,950+100.0%AddedHolders
Q4 20222,950$262.3K<0.1%+2,950NewHolders