Transamerica Financial Advisors, LLC
Position in PFI — Invesco Dorsey Wright Financial Momentum ETF
CIK 1502149
CEDAR RAPIDS, IA
All Filings in PFI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 PFI | $207,041 | 5,001 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PFI | $216,333 | 5,141 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PFI | $334,022 | 8,382 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PFI | $11,345,682 | 278,490 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PFI | $10,852,648 | 283,285 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PFI | $12,608 | 318 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 PFI | $59,103 | 1,203 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 PFI | $87,800 | 1,606 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 PFI | $86,720 | 1,635 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 PFI | $17,779 | 517 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 PFI | $104,733 | 3,609 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||