Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TRANSAMERICA FINANCIAL ADVISORS INC | 02-12-2024 | 12-31-2023 | 626 | 724,455,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DOMINION ENERGY INC | COM | 801 | $1,000 | 10 | 0.00 | 0.00 | -9 | -47.37 | 12-31-2023 |
DISCOVER FINL SVCS | COM | 802 | $1,000 | 1 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DISNEY WALT CO | COM | 803 | $1,000 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DICKS SPORTING GOODS INC | COM | 804 | $1,000 | 1 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |