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Profesionally Managed Portfo shares owned by Transamerica Financial Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo shares owned by Transamerica Financial Advisors from 13F filings

Historical chart of Transamerica Financial Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 105k 25.09

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Transamerica Financial Advisors

Top funds holding Profesionally Managed Portfo

Congress Wealth Management LLC / DE /
Citadel Advisors
Transamerica Financial Advisors
Jane Street

View all funds holding Profesionally Managed Portfo