Transamerica Financial Advisors, Inc. PROFESIONALLY MANAGED PORTFO Transaction History

Transamerica Financial Advisors, Inc.

  • $980 Million
  • Q1 2025
Number of Shares
96,867
Previous 101,478 4.54%
Holding current value
$2.4 Million
Previous $2.48 Million 3.18%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Choose your preferred platform and Sign Up 👇 Telegram Email