Number of Shares
63,085
Previous 60,528 4.22%
Holding current value
$0
Previous $4.69 Million 100.0%
% of portfolio
0.0%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
N/A
2,557 Added 4.22%
63,085 $0
Q1 2025

May 14, 2025

SELL
N/A
-5,431 Reduced 8.23%
60,528 $4.69 Million
Q4 2024

Feb 12, 2025

BUY
N/A
65,959 New
65,959 $7.29 Million
Track This Portfolio

Track Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.