Transamerica Financial Advisors, Inc.

Q3 2022 13F Combination Report, Stock Holdings

Signature - Title
Christina Kramer - Head of WFG Compliance
Location
St. Petersburg, FL
Holdings as of
September 30, 2022
Value $
$678M
Num holdings
652
Date filed
11/14/2022, 03:18 PM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Previous filing
Q2 2022 - Aug 15, 2022
Next filing
Q4 2022 - Feb 14, 2023
Our algorithm has found invalid data in this filing
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 compared to 2022 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christina Kramer Head of WFG Compliance Johns Creek, Georgia 11/14/2022

List of Other Managers Reporting for Transamerica Financial Advisors, Inc.:

Name Holdings Value Location File Number
Betterment LLC $41.9B New York, NY 028-16706

Other Included Managers (1):

Num Name Location File Number
1 TRANSAMERICA CORP Cedar Rapids, IA 028-00136