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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

CRH holding history

CRH Public Ltd Co 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.

CRH overviewAll 13F holders of CRHFull Q1 2025 holdings

Shares (Q1 2025)
130,233
Value
$11.5M
% of portfolio
0.7%
Quarters held
7
Since Q3 2023
Holdings of CRH by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025130,233$11.5M0.7%+4,497+3.6%AddedHolders
Q4 2024125,736$11.6M0.6%+12,363+10.9%AddedHolders
Q3 2024113,373$10.5M0.7%+1,605+1.4%AddedHolders
Q2 2024111,768$8.38M0.6%+2,962+2.7%AddedHolders
Q1 2024108,806$9.42M0.9%+1,773+1.7%AddedHolders
Q4 2023107,033$7.52M0.7%+1,344+1.3%AddedHolders
Q3 2023105,689$5.78M0.6%+105,689NewHolders