Transamerica Financial Advisors, Inc. Portfolio Holdings
Transamerica Financial Advisors, Inc.
- $1.02 Billion
- Q3 2024
Transamerica Financial Advisors, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.02 Billion distributed in 586 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $169M, Vanguard Large Cap ETF with a value of $66.9M, Invesco Qqq Trust, Series 1 with a value of $28.6M, Vanguard Bd Index Fd Inc Total with a value of $27M, and Vanguard Mid Cap ETF with a value of $20.6M.
Examining the 13F form we can see an increase of $88M in the current position value, from $937M to 1.02B.
Transamerica Financial Advisors, Inc. is based out at Clearwater, FL
Below you can find more details about Transamerica Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 586
- Current Value $1.02 Billion
- Prior Value $937 Million
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 112 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 259 stocks