Allworth Financial LP Pimco Rafi Dynamic Multi Facto Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 07, 2019	SELL	N/A	-105 Closed	0 $0
Q4 2018 Feb 11, 2019	SELL	N/A	-93 Reduced 46.97%	105 $2,000
Q2 2018 Aug 08, 2018	BUY	N/A	198 New	198 $5,000

Others Institutions Holding MFEM

# of Institutions

36

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

879K
Shares

$17.3 Million
6.79% of portfolio
Envestnet Asset Management Inc

818K
Shares

$16.1 Million
0.01% of portfolio
Park Avenue Securities LLC

626K
Shares

$12.3 Million
0.15% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

294K
Shares

$5.78 Million
1.41% of portfolio
Austin Wealth Management, LLC Austin, TX

264K
Shares

$5.19 Million
1.21% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFEM
Sector ETFs
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