A detailed history of Allworth Financial LP transactions in Xp Inc. stock. As of the latest transaction made, Allworth Financial LP holds 230 shares of XP stock, worth $3,824. This represents 0.0% of its overall portfolio holdings.

Number of Shares
230
Previous 165 39.39%
Holding current value
$3,824
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$15.95 - $20.0 $1,036 - $1,300
65 Added 39.39%
230 $4,000
Q2 2024

Jul 23, 2024

BUY
$17.07 - $25.33 $341 - $506
20 Added 13.79%
165 $2,000
Q1 2024

Apr 25, 2024

BUY
$23.64 - $26.3 $260 - $289
11 Added 8.21%
145 $3,000
Q4 2023

Jan 24, 2024

BUY
$19.56 - $26.78 $254 - $348
13 Added 10.74%
134 $3,000
Q3 2023

Oct 31, 2023

SELL
$22.09 - $27.46 $88 - $109
-4 Reduced 3.2%
121 $2,000
Q2 2023

Jul 18, 2023

BUY
$10.83 - $24.52 $379 - $858
35 Added 38.89%
125 $2,000
Q1 2023

Apr 18, 2023

BUY
$10.65 - $18.11 $958 - $1,629
90 New
90 $1,000
Q2 2022

Jul 13, 2022

SELL
$17.96 - $31.74 $269 - $476
-15 Closed
0 $0
Q4 2020

Jan 26, 2021

BUY
$35.77 - $45.5 $536 - $682
15 New
15 $1,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $7.44B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
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