TRANSCEND WEALTH COLLECTIVE, LLC
CIK
0001776082
City
SHORT HILLS
State / Country
NJ
Holdings in FTHY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,339,140 | 95,177 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,235,895 | 85,293 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,266,601 | 85,293 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $940,940 | 65,117 | Shares | Sole | 2025-04-24 |
| 2021-12-31 | $505,500 | 25,000 | Shares | Sole | 2022-01-20 |