Transamerica Financial Advisors, Inc.

Q4 2023 13F Combination Report, Stock Holdings

Signature - Title
Christina Kramer - Head of WFG Compliance
Location
St. Petersburg, FL
Holdings as of
December 31, 2023
Value $
$724M
Num holdings
626
Date filed
2/12/2024, 09:53 AM
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
Q3 2023 - Nov 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
* 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 2/12/2024

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

Name Holdings Value Location File Number
Betterment LLC $38.6B New York, NY 028-16706

Other Included Managers (1):

Num Name File Number
1 TRANSAMERICA CORP 028-00136