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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 451 | $3,000 | 35 | 0.00 | 0.00 | -1 | -2.78 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | Liquidated | $0 | 0 | 0.00 | 95 | +Inf | 12-31-2023 | |
| SPDR SER TR | ICE PFD SEC ETF | 453 | $3,000 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE 1 5 YR USD | 454 | $3,000 | 54 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
