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 |
|---|---|---|---|---|---|---|---|---|---|
| NXP SEMICONDUCTORS N V | COM | 201 | $438,000 | 1,907 | 0.06 | 0.01 | 1,708 | 858.29 | 12-31-2023 |
| AT&T INC | COM | 202 | $430,000 | 25,568 | 0.06 | 0.07 | -9,732 | -27.57 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 203 | $423,000 | 803 | 0.06 | 0.03 | 413 | 105.90 | 12-31-2023 |
| DARDEN RESTAURANTS INC | COM | 204 | $423,000 | 2,573 | 0.06 | 0.01 | 2,304 | 856.51 | 12-31-2023 |
