Transform-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
242
Total Value
1651234199
Accession Number
0001085146-25-002109
Form Type
13F-HR
Manager Name
Transform-Wealth
Data Enrichment
75% identified
181 identified61 unidentified

Holdings

242 positions
Manager:
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Page 13 of 13
PIMCO CORPORATE & INCOME STRATEGY FUND
Shares:10.1K
Value:$138.9K
GAMCO Global Gold, Natural Resources & Income Trust
Shares:23.2K
Value:$101.2K