Allworth Financial LP Purchases and Sells in Q1 2024

Allworth Financial LP

$14 Billion
Q1 2024

Top Buys

Incresed Positions

1343 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	114K + 1.4%	$232.77 - $260.14 $26.6M - $29.7M	8.26M $2.15B
SPYG	310K + 2.49%	$63.12 - $73.73 $19.6M - $22.9M	12.8M $933M
SPYV	847K + 4.56%	$45.88 - $50.1 $38.8M - $42.4M	19.4M $972M
SPDW	832K + 3.03%	$32.85 - $35.9 $27.3M - $29.9M	28.3M $1.02B
BND	829K + 5.26%	$71.76 - $73.66 $59.5M - $61M	16.6M $1.2B
GOVT	1.75M + 6.95%	$22.51 - $23.08 $39.4M - $40.4M	26.9M $613M

New Holdings

298 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CORP	104K New	$94.83 - $97.13 $9.86M - $10.1M	104K $9.99M
SPMO	19.7K New	$64.34 - $80.83 $1.27M - $1.59M	19.7K $1.58M
IPAC	9.63K New	$58.42 - $63.62 $562K - $612K	9.63K $609K
PFEB	13.5K New	$32.55 - $34.16 $439K - $461K	13.5K $460K
PTNQ	6.22K New	$64.19 - $68.86 $399K - $428K	6.22K $426K
IEUR	5.49K New	$52.86 - $58.01 $290K - $319K	5.49K $317K

Top Sells

Reduced Positions

978 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LVHD	-2.97M - 80.69%	$34.51 - $36.86 $102M - $109M	711K $26.2M
SGOV	-99.4K - 28.51%	$100.29 - $100.71 $9.97M - $10M	249K $25.1M
QTJL	-344K - 99.34%	$27.41 - $29.4 $9.44M - $10.1M	2.29K $67K
FLOT	-181K - 56.1%	$50.64 - $51.08 $9.17M - $9.25M	142K $7.24M
PJUL	-244K - 96.66%	$35.81 - $37.98 $8.75M - $9.28M	8.45K $320K
KJUL	-297K - 99.16%	$26.22 - $28.08 $7.78M - $8.34M	2.51K $70K

Activity Summary All Purchases 1641 New Holdings 298 Increased Positions 1343 All Sells 978 Reductions 978 Sold out 0 Calls 0 Puts 0

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