Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
NAD holding history
Nuveen Quality Municipal 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.
NAD overviewAll 13F holders of NADFull Q1 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −29,581−100.0% | Sold out | Holders |
| Q4 2024 | 29,581 | $344.9K | <0.1% | +29,581 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −36,425−100.0% | Sold out | Holders |
| Q4 2023 | 36,425 | $417.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 36,425 | $370.7K | <0.1% | −30,100−45.2% | Reduced | Holders |
| Q2 2023 | 66,525 | $752.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 66,525 | $769.7K | 0.1% | +66,525 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −11,621−100.0% | Sold out | Holders |
| Q3 2022 | 11,621 | $128.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 11,621 | $146.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 11,621 | $155.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 11,621 | $187.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 11,621 | $182.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 11,621 | $186.0K | <0.1% | +11,621 | New | Holders |