Cetera Investment Advisers’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$724K Buy
21,556
+10,900
+102% +$366K ﹤0.01% 2676
2025
Q1
$322K Buy
10,656
+3,932
+58% +$119K ﹤0.01% 3211
2024
Q4
$277K Buy
+6,724
New +$277K ﹤0.01% 3173