Transamerica Financial Advisors, Inc. INVESCO EXCHANGE TRADED FD T Transaction History

Transamerica Financial Advisors, Inc.

  • $980 Million
  • Q1 2025
Number of Shares
156,636
Previous 152,339 2.82%
Holding current value
$13.5 Million
Previous $15 Million 10.46%
% of portfolio
1.37%
Previous 1.49%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
4,297 Added 2.82%
156,636 $13.5 Million
Q4 2024

Feb 12, 2025
BUY
N/A
5,934 Added 4.05%
152,339 $15 Million
Q3 2024

Nov 13, 2024
BUY
N/A
397 Added 0.27%
146,405 $15.2 Million
Q1 2024

May 15, 2024
BUY
N/A
548 Added 0.38%
146,008 $14.1 Million
Q4 2023

Feb 12, 2024
BUY
N/A
145,455 Added 2909100.0%
145,460 $12 Million
Q3 2023

Nov 14, 2023
BUY
N/A
2 Added 66.67%
5 $1,000
Q2 2023

Aug 14, 2023
SELL
N/A
-13 Reduced 81.25%
3 $1,000
Q1 2023

May 15, 2023
SELL
N/A
-7 Reduced 30.43%
16 $2,000
Q4 2022

Feb 14, 2023
BUY
N/A
1 Added 4.55%
23 $2,000
Q3 2022

Nov 14, 2022
SELL
N/A
-54 Reduced 71.05%
22 $2,000
Q2 2022

Aug 15, 2022
BUY
N/A
76 New
76 $0
Q1 2022

May 12, 2022
SELL
N/A
-946 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
N/A
-7 Reduced 0.73%
946 $87,000
Q3 2021

Nov 15, 2021
SELL
N/A
-367 Reduced 27.8%
953 $84,000
Q2 2021

Aug 10, 2021
BUY
N/A
125 Added 10.46%
1,320 $124,000
Q1 2021

May 17, 2021
SELL
N/A
-5 Reduced 0.42%
1,195 $106,000
Q4 2020

Feb 16, 2021
SELL
N/A
-679 Reduced 36.14%
1,200 $92,000
Q3 2020

Nov 12, 2020
SELL
N/A
-83,867 Reduced 97.81%
1,879 $120,000
Q2 2020

Aug 13, 2020
BUY
N/A
85,746 New
85,746 $3.99 Million
Q1 2020

May 15, 2020
SELL
N/A
-2,922 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
N/A
2,922 New
2,922 $161,000
Q3 2019

Nov 12, 2019
SELL
N/A
-69,186 Closed
0 $0
Q2 2019

Aug 21, 2019
BUY
N/A
69,185 Added 6918500.0%
69,186 $3.85 Million
Q1 2019

May 14, 2019
SELL
N/A
-79,723 Reduced 100.0%
1 $1,000
Q4 2018

Feb 04, 2019
SELL
N/A
-2,534 Reduced 3.08%
79,724 $3.72 Million
Q3 2018

Nov 13, 2018
BUY
N/A
81,165 Added 7425.89%
82,258 $4.94 Million
Q2 2018

Jul 25, 2018
BUY
N/A
1,093 New
1,093 $60,000
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