Allworth Financial LP Hartford Multifactor Emerging Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$20.32 - $21.84 $223 - $240	11 Added 1.66%	675 $14,000
Q1 2023 Apr 18, 2023	BUY	$19.51 - $21.18 $12,954 - $14,063	664 New	664 $13,000

Others Institutions Holding ROAM

# of Institutions

23

Shares Held

959K

Call Options Held

0

Put Options Held

0

Stratos Wealth Partners, Ltd.

229K
Shares

$5.47 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

229K
Shares

$5.46 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

86.7K
Shares

$2.07 Million
0.0% of portfolio
Scarborough Advisors, LLC Annapolis, MD

65K
Shares

$1.55 Million
0.27% of portfolio
Resource Planning Group

53.3K
Shares

$1.27 Million
0.75% of portfolio

About HARTFORD MULTIFACTOR EMERGING

Ticker ROAM
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