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Toth Financial Advisory’s Certara CERT Stock Holding History

Toth Financial Advisory’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
Q2 		$662 Buy
+101
New +$569 ﹤0.01% 855
2024
Q2 		– Sell
-75
Closed -$1.34K – 755
2024
Q1 		$1.34K Buy
+75
New +$1.29K ﹤0.01% 662

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return