Cetera Investment Advisers
Holdings in TREE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,439,269 | 27,110 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,184,429 | 18,298 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $594,565 | 16,039 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $561,415 | 11,168 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $423,460 | 10,928 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $416,597 | 7,179 | Shares | Sole | 2024-11-13 |