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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

MHD holding history

BlackRock Muniholdings Fund, 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.

MHD overviewAll 13F holders of MHDFull Q1 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of MHD by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−11,501−100.0%Sold outHolders
Q2 202311,501$134.2K<0.1%00.0%UnchangedHolders
Q1 202311,501$139.0K<0.1%+11,501NewHolders