Cetera Investment Advisers

Cetera Investment Advisers’s Avista AVA Stock Holding History

Cetera Investment Advisers’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$894K	Sell	22,261 -4,080	-15%	-$165K	﹤0.01%	3000
2025 Q4	$1.02M	Sell	26,341 -24	-0.1%	-$937	﹤0.01%	2811
2025 Q3	$997K	Buy	26,365 +1,263	+5%	+$47K	﹤0.01%	2767
2025 Q2	$953K	Sell	25,102 -6,237	-20%	-$246K	﹤0.01%	2415
2025 Q1	$1.31M	Buy	31,339 +2,617	+9%	+$99.3K	﹤0.01%	2051
2024 Q4	$1.05M	Buy	28,722 +415	+1%	+$15.6K	﹤0.01%	2129
2024 Q3	$1.1M	Buy	28,307 +1,138	+4%	+$43K	﹤0.01%	2058
2024 Q2	$940K	Buy	27,169 +3,268	+14%	+$117K	﹤0.01%	2116
2024 Q1	$837K	Buy	23,901 +17,856	+295%	+$608K	﹤0.01%	2221
2023 Q4	$216K	Buy	+6,045	New	+$205K	﹤0.01%	2000

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return