Transamerica Financial Advisors, Inc. First Tr Exchange Traded Fd Fi Transaction History

Transamerica Financial Advisors, Inc.

$1.02 Billion
Q3 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 32 shares of FXZ stock, worth $1,807. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 83 61.45%

Holding current value

$1,807

Previous $6,000 50.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$61.2 - $67.95 $3,121 - $3,465	-51 Reduced 61.45%	32 $3,000
Q1 2024 May 15, 2024	SELL	$63.57 - $71.34 $127 - $142	-2 Reduced 2.35%	83 $6,000
Q4 2023 Feb 12, 2024	SELL	$58.78 - $70.0 $12,520 - $14,910	-213 Reduced 71.48%	85 $6,000
Q3 2023 Nov 14, 2023	SELL	$61.87 - $68.17 $6,125 - $6,748	-99 Reduced 24.94%	298 $19,000
Q2 2023 Aug 14, 2023	SELL	$57.64 - $65.59 $688,567 - $783,538	-11,946 Reduced 96.78%	397 $26,000
Q1 2023 May 15, 2023	SELL	$60.62 - $71.94 $882,990 - $1.05 Million	-14,566 Reduced 54.13%	12,343 $807,000
Q4 2022 Feb 14, 2023	SELL	$53.53 - $65.39 $911,990 - $1.11 Million	-17,037 Reduced 38.77%	26,909 $1.63 Million
Q3 2022 Nov 14, 2022	BUY	$50.77 - $65.56 $229,531 - $296,396	4,521 Added 11.47%	43,946 $2.28 Million
Q2 2022 Aug 15, 2022	BUY	$56.05 - $74.6 $2.17 Million - $2.89 Million	38,784 Added 6050.55%	39,425 $2.23 Million
Q1 2022 May 12, 2022	BUY	$57.51 - $73.35 $36,863 - $47,017	641 New	641 $46,000

Others Institutions Holding FXZ

# of Institutions

125

Shares Held

3.1M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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Transamerica Financial Advisors, Inc. First Tr Exchange Traded Fd Fi Transaction History