TRANSCEND WEALTH COLLECTIVE, LLC
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $367,842 | 29,451 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $358,075 | 28,646 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $342,205 | 25,015 | Shares | Sole | 2025-08-01 |