Transamerica Financial Advisors, Inc. Sells in Q3 2024

Transamerica Financial Advisors, Inc.

  • $1.02 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-150K
- 99.75%
$81.31 - $83.29 $12.2M - $12.5M
377 $32K
Listed Fd Tr
-231K
- 4.36%
N/A
5.06M $169M
DXCM
Dexcom Inc

Healthcare
-47.9K
- 99.78%
$64.0 - $116.06 $3.07M - $5.56M
104 $7K
NVDA
Nvidia Corp

Technology
-39.4K
- 32.02%
$98.91 - $134.91 $3.9M - $5.31M
83.6K $10.2M
FCX
Freeport Mcmoran Inc

Basic Materials
-103K
- 99.74%
$39.52 - $51.92 $4.08M - $5.37M
269 $14K
ADBE
Adobe Inc.

Technology
-9.01K
- 99.75%
$508.13 - $586.55 $4.58M - $5.28M
23 $12K
ROP
Roper Technologies Inc

Industrials
-7.53K
- 99.35%
$515.25 - $576.55 $3.88M - $4.34M
49 $28K
DRI
Darden Restaurants Inc

Consumer Cyclical
-27.9K
- 99.84%
$138.06 - $172.74 $3.85M - $4.82M
45 $8K
PG
Procter & Gamble CO

Consumer Defensive
-23.7K
- 79.54%
$160.76 - $177.82 $3.81M - $4.22M
6.1K $1.06M
ACN
Accenture PLC

Technology
-12.7K
- 96.31%
$295.44 - $355.81 $3.74M - $4.51M
485 $172K
CME
Cme Group Inc.

Financial Services
-13.9K
- 76.29%
$193.43 - $220.62 $2.69M - $3.07M
4.33K $955K
UNH
Unitedhealth Group Inc

Healthcare
-5.62K
- 65.04%
$488.01 - $604.18 $2.74M - $3.39M
3.02K $1.77M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-43.7K
- 43.41%
$64.57 - $71.76 $2.82M - $3.14M
57K $4.09M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-89.8K
- 38.26%
$26.69 - $29.87 $2.4M - $2.68M
145K $4.21M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-41.4K
- 66.31%
$50.52 - $50.95 $2.09M - $2.11M
21K $1.07M
CVX
Chevron Corp

Energy
-12.2K
- 72.93%
$137.88 - $161.97 $1.68M - $1.97M
4.52K $666K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.4K
- 99.57%
$162.83 - $179.16 $1.86M - $2.05M
49 $9K
LLY
Eli Lilly & CO

Healthcare
-1.76K
- 18.93%
$772.14 - $960.02 $1.36M - $1.69M
7.54K $6.68M
PAVE
Global X Fds Us Infrastructure

ETFs
-46.9K
- 41.94%
$36.39 - $41.16 $1.71M - $1.93M
65K $2.67M
SNPS
Synopsys Inc

Technology
-538
- 5.11%
$463.97 - $621.3 $250K - $334K
9.99K $5.06M
PFE
Pfizer Inc

Healthcare
-42K
- 99.32%
$27.7 - $31.39 $1.16M - $1.32M
287 $9K
FLGV
Franklin Templeton ETF Trfrank

ETFs
-55.2K
- 36.23%
$20.11 - $21.26 $1.11M - $1.17M
97.2K $2.05M
UPS
United Parcel Service Inc

Industrials
-7.12K
- 99.36%
$123.32 - $147.38 $879K - $1.05M
46 $7K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-31.2K
- 99.55%
$30.55 - $30.85 $954K - $964K
142 $5K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-6.19K
- 58.51%
$126.87 - $148.36 $785K - $918K
4.39K $578K
ETN
Eaton Corp PLC

Industrials
-4.24K
- 17.12%
$272.52 - $333.02 $1.15M - $1.41M
20.5K $6.8M
GOOGL
Alphabet Inc.

Communication Services
-2.35K
- 6.79%
$148.65 - $191.18 $349K - $449K
32.3K $5.35M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-32K
- 99.47%
$29.58 - $30.31 $947K - $970K
169 $6K
QCOM
Qualcomm Inc

Technology
-3.69K
- 38.31%
$156.12 - $209.64 $576K - $774K
5.94K $1.01M
MSFT
Microsoft Corp

Technology
-1.4K
- 7.91%
$395.15 - $467.56 $552K - $653K
16.3K $7M
CVS
Cvs Health Corp

Healthcare
-14.9K
- 99.53%
$55.81 - $63.18 $832K - $942K
70 $5K
MRK
Merck & Co., Inc.

Healthcare
-6.86K
- 98.56%
$111.15 - $128.97 $762K - $884K
100 $12K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-34K
- 16.04%
$27.8 - $29.26 $945K - $995K
178K $5.17M
MTB
M&T Bank Corp

Financial Services
-4.6K
- 99.37%
$146.49 - $179.85 $674K - $828K
29 $6K
INTU
Intuit Inc

Technology
-572
- 6.61%
$602.97 - $670.49 $345K - $384K
8.08K $5.02M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-20.9K
- 14.71%
$39.37 - $41.68 $823K - $871K
121K $5.02M
EWJ
Ishares Msci Japan ETF

ETFs
-10.4K
- 28.38%
$63.12 - $72.99 $656K - $758K
26.2K $1.88M
SUB
Ishares Short Term National Mu

ETFs
-6.48K
- 11.52%
$104.3 - $106.3 $675K - $688K
49.7K $5.28M
JPM
Jpmorgan Chase & CO

Financial Services
-3.28K
- 28.22%
$194.9 - $224.8 $639K - $737K
8.34K $1.76M
CTRA
Coterra Energy Inc.

Energy
-21.5K
- 85.3%
$22.62 - $27.37 $486K - $588K
3.7K $89K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-19.2K
- 11.62%
$44.13 - $47.01 $849K - $904K
146K $6.82M
Kenvue Inc
-32.7K
- 82.53%
N/A
6.92K $161K
TXN
Texas Instruments Inc

Technology
-3.11K
- 39.55%
$194.6 - $194.6 $605K - $605K
4.75K $982K
VV
Vanguard Large Cap ETF

ETFs
-16.1K
- 5.96%
$236.92 - $263.4 $3.81M - $4.24M
254K $66.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-18.6K
- 23.04%
$41.02 - $46.01 $764K - $857K
62.2K $2.83M
FTXL
First Tr ETF Vi Nasdaq Semicon
-3.35K
- 10.71%
N/A
27.9K $2.61M
XLE
Energy Sector Spdr

ETFs
-4.24K
- 15.16%
$84.35 - $93.39 $357K - $396K
23.7K $2.08M
GD
General Dynamics Corp

Industrials
-1.39K
- 38.2%
$279.51 - $308.09 $388K - $427K
2.24K $679K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.37K
- 9.58%
$169.92 - $205.38 $233K - $282K
12.9K $2.48M
Activity Summary
Buys All Purchases 242 New Holdings 112 Increased Positions 130 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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