Transamerica Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

View all funds holding Profesionally Managed Portfo