Filing analysis / Ownership / Transform Wealth, LLC

Top 10 companies

Transform Wealth		72
FFTY Innovator IBD 50 ETF		29
First Trust Exchange-traded Fund Viii		3
Core Alternative Capital		2
Innovator Capital Management		1

Relative stock performance:

1M 3M 6M 1Y

Search information

Ownership

Filing Types

Transform Wealth, LLC

Companies

SEC filings

Source

By filing date (month)

Aug 2016

Dec 2024

By filing type

13F-HR		35
SC 13G/A		22
SC 13G		13
13F-HR/A		2

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