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Spire Wealth Management’s Certara CERT Stock Holding History

Spire Wealth Management’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-65
Closed -$573 – 2283
2025
Q4 		$573 Buy
+65
New +$670 ﹤0.01% 2276
2024
Q3 		– Sell
-86
Closed -$1.19K – 2179
2024
Q2 		$1.19K Sell
86
-20
-19% -$329 ﹤0.01% 2097
2024
Q1 		$1.9K Hold
106
– – ﹤0.01% 2111
2023
Q4 		$1.71K Hold
106
– – ﹤0.01% 2171
2023
Q3 		$1.54K Hold
106
– – ﹤0.01% 2177
2023
Q2 		$1.93K Hold
106
– – ﹤0.01% 2204
2023
Q1 		$2.56K Hold
106
– – ﹤0.01% 2208
2022
Q4 		$2K Hold
106
– – ﹤0.01% 2022
2022
Q3 		$1K Hold
106
– – ﹤0.01% 2049
2022
Q2 		$2K Hold
106
– – ﹤0.01% 2333
2022
Q1 		$2K Hold
106
– – ﹤0.01% 2379
2021
Q4 		$3K Hold
106
– – ﹤0.01% 2682
2021
Q3 		$4K Buy
+106
New +$3.2K ﹤0.01% 2324

Other funds holding CERT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return