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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q1 2025 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2023
Holdings of SLB by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−97,331−100.0%Sold outHolders
Q3 202397,331$5.70M0.6%+2,752+2.9%AddedHolders
Q2 202394,579$4.67M0.4%+21,984+30.3%AddedHolders
Q1 202372,595$3.58M0.3%+72,595NewHolders