Cetera Investment Advisers
KLG

Cetera Investment Advisers’s WK Kellogg Co KLG Stock Holding History

Cetera Investment Advisers’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-114,485
Closed -$1.82M – 4623
2025
Q2 		$1.82M Sell
114,485
-1,995
-2% -$34.7K ﹤0.01% 1910
2025
Q1 		$2.32M Sell
116,480
-8,885
-7% -$162K ﹤0.01% 1647
2024
Q4 		$2.26M Buy
125,365
+40,475
+48% +$740K ﹤0.01% 1566
2024
Q3 		$1.45M Buy
84,890
+37,886
+81% +$650K ﹤0.01% 1836
2024
Q2 		$774K Buy
47,004
+10,396
+28% +$211K ﹤0.01% 2261
2024
Q1 		$688K Buy
+36,608
New +$532K ﹤0.01% 2361

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return