Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS INC | 02-12-2024 | 12-31-2023 | 626 | 724,455,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO | COM | 151 | $719,000 | 3,196 | 0.10 | 0.07 | 799 | 33.33 | 12-31-2023 |
| VANECK ETF TRUST | GOLD MINERS ETF | 152 | $717,000 | 23,094 | 0.10 | 0.08 | 1,698 | 7.94 | 12-31-2023 |
| AMERIPRISE FINL INC | COM | 153 | $713,000 | 1,875 | 0.10 | 0.14 | -1,342 | -41.72 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 154 | $711,000 | 9,868 | 0.10 | 0.00 | 9,394 | 1981.86 | 12-31-2023 |
