Allworth Financial LP Alger ETF Tr Mid Cap 40 ETF Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	SELL	$11.34 - $13.79 $45 - $55	-4 Reduced 80.0%	1 $0
Q3 2023 Oct 31, 2023	BUY	$11.77 - $13.45 $58 - $67	5 New	5 $0

Others Institutions Holding FRTY

# of Institutions

20

Shares Held

2.06M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

937K
Shares

$18 Million
0.04% of portfolio
Fred Alger Management, LLC New York, NY

296K
Shares

$5.7 Million
0.03% of portfolio
Castle Rock Wealth Management, LLC

146K
Shares

$2.81 Million
0.62% of portfolio
Prosperity Financial Group, Inc. San Ramon, CA

131K
Shares

$2.52 Million
1.25% of portfolio
Commonwealth Equity Services, LLC

113K
Shares

$2.17 Million
0.0% of portfolio

About ALGER ETF TR MID CAP 40 ETF

Ticker FRTY
Sector ETFs
Industry ETFs

More about FRTY

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