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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

ETN holding history

Eaton Corp plc 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.

ETN overviewAll 13F holders of ETNFull Q1 2025 holdings

Shares (Q1 2025)
1,354
Value
$368.1K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of ETN by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20251,354$368.1K<0.1%−171−11.2%ReducedHolders
Q4 20241,525$506.1K<0.1%−255−14.3%ReducedHolders
Q3 20241,780$590.0K<0.1%00.0%UnchangedHolders
Q2 20241,780$558.1K<0.1%−113−6.0%ReducedHolders
Q1 20241,893$591.9K0.1%−186−8.9%ReducedHolders
Q4 20232,079$500.7K<0.1%−132−6.0%ReducedHolders
Q3 20232,211$471.6K<0.1%−35−1.6%ReducedHolders
Q2 20232,246$451.7K<0.1%−662−22.8%ReducedHolders
Q1 20232,908$498.3K<0.1%−274−8.6%ReducedHolders
Q4 20223,182$499.4K0.1%00.0%UnchangedHolders
Q3 20223,182$424.0K0.1%−738−18.8%ReducedHolders
Q2 20223,920$494.0K0.1%−52,302−93.0%ReducedHolders
Q1 202256,222$8.53M1.0%+657+1.2%AddedHolders
Q4 202155,565$9.60M1.0%+265+0.5%AddedHolders
Q3 202155,300$8.26M0.9%+169+0.3%AddedHolders
Q2 202155,131$8.17M1.0%+26,882+95.2%AddedHolders
Q1 202128,249$3.91M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.