Cetera Investment Advisers
TRI icon

Cetera Investment Advisers’s Thomson Reuters TRI Stock Holding History

Cetera Investment Advisers’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$646K Sell
7,063
-1,287
-15% -$136K ﹤0.01% 3278
2025
Q4 		$1.12M Sell
8,350
-2,691
-24% -$390K ﹤0.01% 2728
2025
Q3 		$1.74M Buy
11,041
+241
+2% +$45K ﹤0.01% 2296
2025
Q2 		$2.2M Buy
10,800
+3,084
+40% +$587K ﹤0.01% 1773
2025
Q1 		$1.35M Sell
7,716
-104
-1% -$18K ﹤0.01% 2028
2024
Q4 		$1.27M Buy
7,820
+2,577
+49% +$434K ﹤0.01% 1990
2024
Q3 		$909K Sell
5,243
-1,603
-23% -$271K ﹤0.01% 2188
2024
Q2 		$1.17M Sell
6,846
-528
-7% -$87.5K ﹤0.01% 1963
2024
Q1 		$1.17M Buy
+7,374
New +$1.15M ﹤0.01% 1949

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return