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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

AFL holding history

Aflac Inc 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.

AFL overviewAll 13F holders of AFLFull Q1 2025 holdings

Shares (Q1 2025)
2,263
Value
$251.6K
% of portfolio
<0.1%
Quarters held
1
Since Q1 2025
Holdings of AFL by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20252,263$251.6K<0.1%+2,263NewHolders