Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
PCN holding history
PIMCO Corporate & Income Strategy 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.
PCN overviewAll 13F holders of PCNFull Q1 2025 holdings
- Shares (Q1 2025)
- 10,095
- Value
- $138.9K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 10,095 | $138.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 10,095 | $136.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 10,095 | $144.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 10,095 | $134.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 10,095 | $142.2K | <0.1% | +90+0.9% | Added | Holders |
| Q4 2023 | 10,005 | $125.3K | <0.1% | +10,005 | New | Holders |