Transamerica Financial Advisors, Inc. Reduced Holdings in Q3 2024

Transamerica Financial Advisors, Inc.

  • $1.02 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
-288
- 98.97%
$73.58 - $89.21 $21.2K - $25.7K
3 $1K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-372
- 98.41%
$54.38 - $59.77 $20.2K - $22.2K
6 $1K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-258
- 96.27%
$77.02 - $85.06 $19.9K - $21.9K
10 $1K
DG
Dollar General Corp

Consumer Defensive
-149
- 96.13%
$80.41 - $132.42 $12K - $19.7K
6 $1K
EXC
Exelon Corp

Utilities
-545
- 99.27%
$34.24 - $40.55 $18.7K - $22.1K
4 $1K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-177
- 94.15%
$100.75 - $111.62 $17.8K - $19.8K
11 $2K
IEFA
Ishares Tr

ETFs
-231
- 95.45%
$70.09 - $78.74 $16.2K - $18.2K
11 $1K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
-721
- 90.58%
$23.2 - $25.96 $16.7K - $18.7K
75 $2K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-155
- 99.36%
$63.56 - $107.36 $9.85K - $16.6K
1 $1K
SSNC
Ss&C Technologies Holdings Inc

Technology
-522
- 26.81%
$61.42 - $76.46 $32.1K - $39.9K
1.43K $106K
FXR
First Trust Industrials/Produc

ETFs
-4.06K
- 10.65%
$66.85 - $75.76 $271K - $308K
34.1K $2.58M
Veralto Corp
-121
- 99.18%
N/A
1 $1K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-451
- 95.15%
$23.57 - $24.19 $10.6K - $10.9K
23 $1K
FNK
First Trust Mid Cap Value Alph

ETFs
-225
- 89.64%
$50.08 - $55.68 $11.3K - $12.5K
26 $2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-785
- 98.49%
$8.26 - $12.16 $6.48K - $9.55K
12 $1K
Wk Kellogg CO
-526
- 98.69%
N/A
7 $1K
UL
Unilever PLC

Consumer Defensive
-901
- 17.48%
$54.7 - $65.59 $49.3K - $59.1K
4.25K $277K
LUV
Southwest Airlines CO

Industrials
-192
- 82.05%
$23.7 - $29.93 $4.55K - $5.75K
42 $2K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-153
- 49.2%
$37.78 - $40.34 $5.78K - $6.17K
158 $7K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-437
- 95.83%
$11.56 - $15.77 $5.05K - $6.89K
19 $1K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-179
- 60.88%
$15.87 - $18.61 $2.84K - $3.33K
115 $2K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-151
- 66.81%
$28.68 - $32.0 $4.33K - $4.83K
75 $3K
XLB
Select Sector Spdr Fd Material

ETFs
-42
- 82.35%
$86.95 - $97.09 $3.65K - $4.08K
9 $1K
VGIT
Vanguard Intermediate Term Tre

ETFs
-70
- 64.81%
$57.8 - $60.8 $4.05K - $4.26K
38 $3K
EBND
Spdr Bloomberg Emerging Market

ETFs
-198
- 54.25%
$19.74 - $21.39 $3.91K - $4.24K
167 $4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-49
- 67.12%
$83.76 - $91.82 $4.1K - $4.5K
24 $3K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-51
- 61.45%
$61.2 - $67.95 $3.12K - $3.47K
32 $3K
GDDY
Go Daddy Inc.

Technology
-18
- 81.82%
$141.41 - $167.41 $2.55K - $3.01K
4 $1K
TD
Toronto Dominion Bank

Financial Services
-50
- 79.37%
$54.54 - $64.56 $2.73K - $3.23K
13 $1K
IBND
Spdr Bloomberg International C

ETFs
-144
- 51.61%
$28.7 - $30.78 $4.13K - $4.43K
135 $5K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-74
- 66.07%
$36.99 - $40.84 $2.74K - $3.02K
38 $2K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-110
- 60.77%
$28.19 - $31.47 $3.1K - $3.46K
71 $3K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-108
- 49.32%
$22.11 - $24.64 $2.39K - $2.66K
111 $3K
PAGS
Pag Seguro Digital Ltd.

Technology
-195
- 84.78%
$8.61 - $14.6 $1.68K - $2.85K
35 $1K
FYT
First Trust Small Cap

ETFs
-38
- 55.07%
$50.68 - $58.56 $1.93K - $2.23K
31 $2K
DJP
Barclays Bank PLC

ETFs
-64
- 61.54%
$32.3 - $32.3 $2.07K - $2.07K
40 $2K
MS
Morgan Stanley

Financial Services
-500
- 6.92%
$92.07 - $106.96 $46K - $53.5K
6.72K $701K
KBE
Spdr S&P Bank ETF

ETFs
-20
- 66.67%
$45.47 - $54.71 $909 - $1.09K
10 $1K
CFG
Citizens Financial Group Inc

Financial Services
-24
- 82.76%
$35.24 - $43.24 $846 - $1.04K
5 $1K
NTES
Net Ease, Inc.

Communication Services
-12
- 75.0%
$76.41 - $96.46 $917 - $1.16K
4 $1K
HPE
Hewlett Packard Enterprise CO

Technology
-69
- 82.14%
$16.1 - $21.44 $1.11K - $1.48K
15 $1K
CE
Celanese Corp

Basic Materials
-7
- 87.5%
$119.16 - $147.51 $834 - $1.03K
1 $1K
FIS
Fidelity National Information Services, Inc.

Technology
-6
- 42.86%
$72.8 - $85.04 $437 - $510
8 $1K
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 40.0%
$191.76 - $263.26 $1.15K - $1.58K
9 $3K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1
- 1.0%
$48.06 - $49.39 $48.1 - $49.4
99 $5K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-6
- 75.0%
$112.12 - $149.09 $673 - $895
2 $1K
D
Dominion Energy, Inc

Utilities
-4
- 44.44%
$48.01 - $58.53 $192 - $234
5 $1K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2
- 7.14%
$24.86 - $26.33 $49.7 - $52.7
26 $1K
FBZ
First Trust Brazil Alphadex Fu
-52
- 63.41%
N/A
30 $1K
Activity Summary
Buys All Purchases 242 New Holdings 112 Increased Positions 130 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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