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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NUVEEN BLMBRG MU | 601 | $1,000 | 1 | 0.00 | 0.00 | -3 | -75.00 | 12-31-2023 |
| ISHARES TR | NEW ZEALAND ETF | 602 | $1,000 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | NATIONAL MUN ETF | 603 | $1,000 | 1 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL X FDS | NASDAQ 100 COVER | 604 | $1,000 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
