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Cetera Advisors’s AAM Transformers ETF TRFM Stock Holding History

Cetera Advisors’s Portfolio TRFM Stock Details TRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$230K Buy
+6,845
New +$220K ﹤0.01% 2131

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMTC
Farmers & Merchants Trust Company Long Beach, California $426M AUM 18.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's TRFM Position: Q1 2024 in Review

Cetera Advisors opened a new position in AAM Transformers ETF (TRFM) in Q1 2024: 6,845 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #2131 among its holdings.

9 funds tracked by Wall St. Rank hold TRFM as of Q1 2024.

  • Cetera Advisors held 6,845 shares of AAM Transformers ETF worth $230K as of Q1 2024.
  • AAM Transformers ETF was a new Cetera Advisors position in Q1 2024.
  • AAM Transformers ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2131 holding.
  • 9 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.