Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
AER holding history
AerCap Holdings N.V. 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.
AER overviewAll 13F holders of AERFull Q1 2025 holdings
- Shares (Q1 2025)
- 146,854
- Value
- $15.0M
- % of portfolio
- 0.9%
- Quarters held
- 4
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 146,854 | $15.0M | 0.9% | +19,646+15.4% | Added | Holders |
| Q4 2024 | 127,208 | $12.2M | 0.7% | +14,619+13.0% | Added | Holders |
| Q3 2024 | 112,589 | $10.7M | 0.7% | +43,849+63.8% | Added | Holders |
| Q2 2024 | 68,740 | $6.41M | 0.5% | +68,740 | New | Holders |