Cetera Investment Advisers
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,218,166 | 19,934 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,138,121 | 16,742 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $571,740 | 7,800 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $550,813 | 7,159 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $264,583 | 3,057 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $245,055 | 2,517 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $207,395 | 2,698 | Shares | Sole | 2024-08-22 |