Allworth Financial LP Pimco Rafi Dynamic Multi Facto Transaction History

Allworth Financial LP

$14 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-456 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	N/A	456 New	456 $13,000

Others Institutions Holding MFUS

# of Institutions

18

Shares Held

2.71M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

1.33M
Shares

$63.8 Million
24.79% of portfolio
Austin Wealth Management, LLC Austin, TX

544K
Shares

$26.1 Million
6.28% of portfolio
Baker Ellis Asset Management LLC

220K
Shares

$10.6 Million
1.58% of portfolio
Williams & Novak, LLC Westlake Village, CA

137K
Shares

$6.58 Million
6.06% of portfolio
Dynamic Advisor Solutions LLC

137K
Shares

$6.58 Million
0.21% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFUS
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