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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

H holding history

Hyatt Hotels Corp 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.

H overviewAll 13F holders of HFull Q1 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of H by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−41,576−100.0%Sold outHolders
Q2 202441,576$6.32M0.5%+1,209+3.0%AddedHolders
Q1 202440,367$6.44M0.6%+2,788+7.4%AddedHolders
Q4 202337,579$4.90M0.5%−621−1.6%ReducedHolders
Q3 202338,200$4.05M0.4%+497+1.3%AddedHolders
Q2 202337,703$4.32M0.4%+2,074+5.8%AddedHolders
Q1 202335,629$3.98M0.4%+35,629NewHolders