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

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.