Transform Wealth, LLC
Position in DJD — Invesco Dow Jones Industrial Average Dividend ETF
CIK 1682266
GREENWOOD VILLAGE, CO
All Filings in DJD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DJD | $288,874 | 5,468 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 DJD | $238,355 | 4,700 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 DJD | $231,396 | 4,400 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||