Transamerica Financial Advisors, Inc. UBS AG JERSEY BRH Transaction History

Transamerica Financial Advisors, Inc.

$1.02 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	N/A	-77,683 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	N/A	74,365 Added 2241.26%	77,683 $891,000
Q1 2020 May 15, 2020	BUY	N/A	57 Added 1.75%	3,318 $28,000
Q4 2019 Feb 05, 2020	SELL	N/A	-415 Reduced 11.29%	3,261 $64,000
Q3 2019 Nov 12, 2019	SELL	N/A	-29,182 Reduced 88.81%	3,676 $77,000
Q2 2019 Aug 21, 2019	BUY	N/A	25,155 Added 326.56%	32,858 $734,000
Q1 2019 May 14, 2019	SELL	N/A	-38,084 Reduced 83.18%	7,703 $176,000
Q4 2018 Feb 04, 2019	SELL	N/A	-894 Reduced 1.92%	45,787 $906,000
Q3 2018 Nov 13, 2018	SELL	N/A	-4,929 Reduced 9.55%	46,681 $1.12 Million
Q2 2018 Jul 25, 2018	BUY	N/A	5,708 Added 12.44%	51,610 $1.18 Million
Q1 2018 May 09, 2018	SELL	N/A	-4,526 Reduced 8.98%	45,902 $970,000
Q4 2017 Feb 09, 2018	SELL	N/A	-16,149 Reduced 24.26%	50,428 $1.22 Million
Q3 2017 Nov 13, 2017	BUY	N/A	66,577	66,577 $1.67 Million

Track This Portfolio

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.