Cetera Investment Advisers VANGUARD WELLINGTON FD Transaction History

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Number of Shares
103,246
Previous 69,712 48.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
33,534 Added 48.1%
103,246 $0
Q1 2025

May 06, 2025
BUY
N/A
43,046 Added 161.43%
69,712 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-1,465 Reduced 5.21%
26,666 $0
Q3 2024

Nov 13, 2024
BUY
N/A
11,879 Added 73.09%
28,131 $0
Q2 2024

Aug 22, 2024
BUY
N/A
3,545 Added 27.9%
16,252 $0
Q1 2024

May 24, 2024
BUY
N/A
3,621 Added 39.85%
12,707 $0
Q1 2024

May 14, 2024
BUY
N/A
577 Added 6.78%
9,086 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-1,139 Reduced 11.81%
8,509 $0
Q3 2023

Nov 14, 2023
BUY
N/A
9,648 New
9,648 $0
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email