Skip to main content

Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

ROP holding history

Roper Technologies 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.

ROP overviewAll 13F holders of ROPFull Q1 2025 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of ROP by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−945−100.0%Sold outHolders
Q4 2023945$515.0K0.1%+32+3.5%AddedHolders
Q3 2023913$442.2K<0.1%+1+0.1%AddedHolders
Q2 2023912$438.5K<0.1%−5−0.5%ReducedHolders
Q1 2023917$404.3K<0.1%+917NewHolders