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Cetera Advisors’s Nasdaq NDAQ Stock Holding History

Cetera Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$393K Buy
6,228
+1,894
+44% +$110K ﹤0.01% 1762
2023
Q4 		$252K Buy
4,334
+101
+2% +$5.33K ﹤0.01% 1520
2023
Q3 		$206K Buy
4,233
+58
+1% +$2.94K ﹤0.01% 1531
2023
Q2 		$208K Buy
+4,175
New +$226K ﹤0.01% 1487
2020
Q2 		– Sell
-9,843
Closed -$312K – 942
2020
Q1 		$312K Buy
9,843
+1,299
+15% +$46K 0.02% 587
2019
Q4 		$302K Sell
8,544
-3
-0% -$102 0.01% 715
2019
Q3 		$282K Buy
+8,547
New +$284K 0.01% 703
2014
Q4 		– Sell
-49,848
Closed -$711K – 688
2014
Q3 		$711K Buy
+49,848
New +$699K 0.08% 291

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return