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Herzfeld Caribbean Basin shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (HERZ) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Herzfeld Caribbean Basin by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $55k 25k 2.22

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View all positions for Cetera Investment Advisers

Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rsm Us Wealth Management
Advisor Group Holdings
Hunting Hill Global Capital
Blue Bell Private Wealth Management
CI Private Wealth
Cetera Investment Advisers
International Assets Investment Management
Citadel Advisors
Kestra Advisory Services
Royal Bank of Canada
Jpmorgan Chase & Co
CoreCap Advisors
Wells Fargo & Company

View all funds holding Herzfeld Caribbean Basin