Transamerica Financial Advisors, Inc. LISTED FD TR Transaction History

Transamerica Financial Advisors, Inc.

4,860,603

Previous 4,964,662 2.1%

$150 Million

Previous $166 Million 9.57%

15.35%

Previous 16.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	N/A	-104,059 Reduced 2.1%	4,860,603 $150 Million
Q4 2024 Feb 12, 2025	SELL	N/A	-94,031 Reduced 1.86%	4,964,662 $166 Million
Q3 2024 Nov 13, 2024	SELL	N/A	-230,520 Reduced 4.36%	5,058,693 $169 Million
Q1 2024 May 15, 2024	SELL	N/A	-20,242 Reduced 0.38%	5,289,213 $168 Million
Q4 2023 Feb 12, 2024	SELL	N/A	-142,396 Reduced 2.61%	5,309,455 $156 Million
Q3 2023 Nov 14, 2023	BUY	N/A	147,977 Added 2.79%	5,451,851 $145 Million
Q2 2023 Aug 14, 2023	BUY	N/A	152,236 Added 2.96%	5,303,874 $147 Million
Q1 2023 May 15, 2023	SELL	N/A	-358,635 Reduced 6.51%	5,151,638 $127 Million
Q4 2022 Feb 14, 2023	SELL	N/A	-369,777 Reduced 6.29%	5,510,273 $119 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-285,910 Reduced 4.64%	5,880,050 $140 Million
Q2 2022 Aug 15, 2022	BUY	N/A	6,165,960 New	6,165,960 $0

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

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