Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
NEA holding history
Nuveen AMT-Free 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.
NEA overviewAll 13F holders of NEAFull Q1 2025 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −63,584−100.0% | Sold out | Holders |
| Q4 2023 | 63,584 | $699.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 63,584 | $617.6K | 0.1% | −58,032−47.7% | Reduced | Holders |
| Q2 2023 | 121,616 | $1.33M | 0.1% | −69,798−36.5% | Reduced | Holders |
| Q1 2023 | 191,414 | $2.14M | 0.2% | +134,192+234.5% | Added | Holders |
| Q4 2022 | 57,222 | $650.6K | 0.1% | +44,206+339.6% | Added | Holders |
| Q3 2022 | 13,016 | $139.0K | <0.1% | +2,620+25.2% | Added | Holders |
| Q2 2022 | 10,396 | $123.0K | <0.1% | +10,396 | New | Holders |