Cerity Partners
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Cerity Partners’s Zeta Global ZETA Stock Holding History

Cerity Partners’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$356K Buy
23,002
+6,246
+37% +$96.8K ﹤0.01% 2052
2025
Q1 		$227K Sell
16,756
-661
-4% -$8.96K ﹤0.01% 2150
2024
Q4 		$353K Buy
17,417
+9,186
+112% +$186K ﹤0.01% 1953
2024
Q3 		$246K Buy
+8,231
New +$246K ﹤0.01% 2200