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 |
|---|---|---|---|---|---|---|---|---|---|
| LEGG MASON ETF INVT | FRANKLIN US LOW | 651 | $1,000 | 3 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | EXPANDED TECH | 652 | $1,000 | 1 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO CURRENCYSHARES EURO | EURO SH | 653 | $1,000 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCH TRD ALPHDX FD | EURO ALPHADEX | 654 | $1,000 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
