Transamerica Financial Advisors, LLC

Q1 2023 13F Combination Report, Options Holdings

Signature - Title
Christina Kramer - Head of WFG Compliance
Location
St. Petersburg, FL
Options holdings as of
31 Mar 2023
Notional value
$0
Number of holdings
0
Filing time
15 May 2023, 15:51:47 UTC
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).
Previous filing
Q4 2022 - 14 Feb 2023
Next filing
Q2 2023 - 14 Aug 2023
Stock holdings
Showing options holdings, see here for stock holdings
Our algorithm has found invalid data in this filing

Transamerica Financial Advisors, LLC didn't report any options holdings as of Q1 2023. Check stock holdings.

Filing 2023 Q1 compared to 2022 Q4 by default. Changes are calculated vs the previous SEC filing.
* 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 15 May 2023

List of Other Managers Reporting for Transamerica Financial Advisors, LLC:

Name Holdings Value Location File Number
Betterment LLC $52,488,056,000 New York, NY 028-16706

Other Included Managers (1):

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