Allworth Financial LP First Trust Dorsey Wright Inte Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 13, 2023	SELL	$15.66 - $17.28 $6,859 - $7,568	-438 Reduced 98.65%	6 $0
Q3 2022 Oct 18, 2022	BUY	$16.01 - $18.84 $32 - $37	2 Added 0.45%	444 $7,000
Q2 2022 Jul 13, 2022	BUY	$17.67 - $21.4 $106 - $128	6 Added 1.38%	442 $8,000
Q1 2022 Apr 22, 2022	BUY	$18.74 - $23.48 $56 - $70	3 Added 0.69%	436 $9,000
Q4 2021 Jan 21, 2022	BUY	$22.26 - $23.86 $66 - $71	3 Added 0.7%	433 $10,000
Q3 2021 Nov 02, 2021	BUY	$22.74 - $24.52 $22 - $24	1 Added 0.23%	430 $10,000
Q2 2021 Aug 02, 2021	BUY	$23.14 - $25.12 $23 - $25	1 Added 0.23%	429 $11,000
Q4 2020 Jan 26, 2021	BUY	$18.48 - $22.42 $7,909 - $9,595	428 New	428 $10,000

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.23M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$40.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$20.9 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.3 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.33 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.1 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

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