Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
JMM holding history
Nuveen Multi-Market Income Fund 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.
JMM overviewAll 13F holders of JMMFull Q1 2025 holdings
- Shares (Q1 2025)
- 53,941
- Value
- $337.1K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 53,941 | $337.1K | <0.1% | +81+0.2% | Added | Holders |
| Q4 2024 | 53,860 | $325.9K | <0.1% | +53,860 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −38,477−100.0% | Sold out | Holders |
| Q4 2023 | 38,477 | $227.4K | <0.1% | +12,233+46.6% | Added | Holders |
| Q3 2023 | 26,244 | $148.0K | <0.1% | −26,020−49.8% | Reduced | Holders |
| Q2 2023 | 52,264 | $304.6K | <0.1% | +222+0.4% | Added | Holders |
| Q1 2023 | 52,042 | $303.5K | <0.1% | +26,130+100.8% | Added | Holders |
| Q4 2022 | 25,912 | $152.1K | <0.1% | +25,912 | New | Holders |