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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q1 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of CI by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−636−100.0%Sold outHolders
Q3 2024636$220.3K<0.1%00.0%UnchangedHolders
Q2 2024636$210.2K<0.1%−6−0.9%ReducedHolders
Q1 2024642$233.2K<0.1%+642NewHolders
Q4 20230$00.0%−740−100.0%Sold outHolders
Q3 2023740$211.7K<0.1%−171−18.8%ReducedHolders
Q2 2023911$255.6K<0.1%+16+1.8%AddedHolders
Q1 2023895$228.7K<0.1%+135+17.8%AddedHolders
Q4 2022760$251.8K<0.1%+760NewHolders