Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
FIS holding history
Fidelity National Information Services, 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.
FIS overviewAll 13F holders of FISFull Q1 2025 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −6,343−100.0% | Sold out | Holders |
| Q2 2023 | 6,343 | $346.9K | <0.1% | +59+0.9% | Added | Holders |
| Q1 2023 | 6,284 | $341.4K | <0.1% | +229+3.8% | Added | Holders |
| Q4 2022 | 6,055 | $410.8K | <0.1% | +1,452+31.5% | Added | Holders |
| Q3 2022 | 4,603 | $348.0K | <0.1% | −125−2.6% | Reduced | Holders |
| Q2 2022 | 4,728 | $433.0K | 0.1% | −614−11.5% | Reduced | Holders |
| Q1 2022 | 5,342 | $536.0K | 0.1% | +5,342 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −1,900−100.0% | Sold out | Holders |
| Q2 2021 | 1,900 | $269.0K | <0.1% | +1,900 | New | Holders |