Transamerica Financial Advisors, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Transamerica Financial Advisors, Inc.

$1.02 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$43.05 - $47.12 $129 - $141	-3 Reduced 75.0%	1 $1,000
Q3 2023 Nov 14, 2023	BUY	$43.67 - $46.49 $87 - $92	2 Added 100.0%	4 $1,000
Q1 2023 May 15, 2023	SELL	$45.4 - $47.21 $11,440 - $11,896	-252 Reduced 99.21%	2 $1,000
Q3 2022 Nov 14, 2022	SELL	$43.92 - $47.21 $131 - $141	-3 Reduced 1.17%	254 $12,000
Q2 2022 Aug 15, 2022	SELL	$45.07 - $47.95 $5,994 - $6,377	-133 Reduced 34.1%	257 $0
Q1 2022 May 12, 2022	BUY	$47.75 - $51.66 $18,622 - $20,147	390 New	390 $19,000
Q3 2020 Nov 12, 2020	SELL	$51.6 - $52.7 $5,366 - $5,480	-104 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$48.59 - $51.81 $5,053 - $5,388	104 New	104 $6,000
Q1 2020 May 15, 2020	SELL	$44.31 - $52.43 $41,562 - $49,179	-938 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$50.2 - $51.05 $3,564 - $3,624	-71 Reduced 7.04%	938 $48,000
Q3 2019 Nov 12, 2019	SELL	$50.31 - $50.99 $1.38 Million - $1.4 Million	-27,469 Reduced 96.46%	1,009 $52,000
Q2 2019 Aug 21, 2019	BUY	N/A	27,432 Added 2622.56%	28,478 $1.43 Million
Q1 2019 May 14, 2019	SELL	N/A	-26,615 Reduced 96.22%	1,046 $52,000
Q4 2018 Feb 04, 2019	BUY	N/A	27,442 Added 12530.59%	27,661 $1.33 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1 Added 0.46%	219 $11,000
Q2 2018 Jul 25, 2018	SELL	N/A	-23 Reduced 9.54%	218 $11,000
Q1 2018 May 09, 2018	SELL	N/A	-158 Reduced 39.6%	241 $12,000
Q4 2017 Feb 09, 2018	SELL	N/A	-6 Reduced 1.48%	399 $20,000
Q3 2017 Nov 13, 2017	BUY	N/A	405	405 $20,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$209 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$162 Million
0.07% of portfolio

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