Skip to main content

Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

SLV holding history

iShares Silver Trust 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.

SLV overviewAll 13F holders of SLVFull Q1 2025 holdings

Shares (Q1 2025)
95,545
Value
$2.96M
% of portfolio
0.2%
Quarters held
3
Since Q1 2023
Holdings of SLV by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202595,545$2.96M0.2%+2,000+2.1%AddedHolders
Q4 202493,545$2.46M0.1%+93,545NewHolders
Q2 20230$00.0%−40,865−100.0%Sold outHolders
Q1 202340,865$903.9K0.1%+40,865NewHolders