Transamerica Financial Advisors, Inc. PROFESIONALLY MANAGED PORTFO Transaction History

Transamerica Financial Advisors, Inc.

  • $871 Million
  • Q2 2025
Number of Shares
1,234
Previous 96,867 98.73%
Holding current value
$0
Previous $2.4 Million 100.0%
% of portfolio
0.0%
Previous 0.25%

Shares

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

Aug 14, 2025
SELL
N/A
-95,633 Reduced 98.73%
1,234 $0
Q1 2025

May 14, 2025
SELL
N/A
-4,611 Reduced 4.54%
96,867 $2.4 Million
Q4 2024

Feb 12, 2025
SELL
N/A
-3,040 Reduced 2.91%
101,478 $2.48 Million
Q3 2024

Nov 13, 2024
BUY
N/A
104,518 New
104,518 $2.62 Million
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