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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

MET holding history

Metlife 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.

MET overviewAll 13F holders of METFull Q1 2025 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2022
Holdings of MET by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−4,160−100.0%Sold outHolders
Q1 20244,160$308.3K<0.1%−130,498−96.9%ReducedHolders
Q4 2023134,658$8.90M0.9%−26,386−16.4%ReducedHolders
Q3 2023161,044$10.1M1.1%−35,976−18.3%ReducedHolders
Q2 2023197,020$11.1M1.0%−17,429−8.1%ReducedHolders
Q1 2023214,449$12.4M1.2%+33,046+18.2%AddedHolders
Q4 2022181,403$13.1M1.5%+32,776+22.1%AddedHolders
Q3 2022148,627$9.03M1.2%+3,336+2.3%AddedHolders
Q2 2022145,291$9.12M1.4%+145,291NewHolders