Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
PPLI holding history
People 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.
PPLI overviewAll 13F holders of PPLIFull Q1 2025 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −4,046−100.0% | Sold out | Holders |
| Q2 2022 | 4,046 | $307.0K | <0.1% | −107−2.6% | Reduced | Holders |
| Q1 2022 | 4,153 | $416.0K | <0.1% | −393−8.6% | Reduced | Holders |
| Q4 2021 | 4,546 | $594.0K | 0.1% | −555−10.9% | Reduced | Holders |
| Q3 2021 | 5,101 | $665.0K | 0.1% | +685+15.5% | Added | Holders |
| Q2 2021 | 4,416 | $681.0K | 0.1% | +4,416 | New | Holders |