Cetera Trust Company’s NV5 Global NVEE Stock Holding History

Cetera Trust Company’s Portfolio NVEE Stock Details NVEE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$164K	Buy
2025 Q1	$110K	Hold
2024 Q4	$108K	Sell
2024 Q3	$200K	Buy
2024 Q2	$193K	Hold
2024 Q1	$203K	Hold
2023 Q4	$231K	Buy