Cetera Investment Advisers’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$684K Buy
24,626
+10,708
+77% +$297K ﹤0.01% 2715
2025
Q1
$361K Buy
13,918
+2,081
+18% +$53.9K ﹤0.01% 3110
2024
Q4
$315K Buy
11,837
+3,245
+38% +$86.5K ﹤0.01% 3080
2024
Q3
$285K Buy
+8,592
New +$285K ﹤0.01% 3107