Allworth Financial LP Incresed Positions in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
17.3K
+ 9.12%
$109.72 - $119.0 $1.9M - $2.06M
207K $24.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
33.8K
+ 8.14%
$38.51 - $41.69 $1.3M - $1.41M
449K $18.7M
PM
Philip Morris International Inc.

Consumer Defensive
11.4K
+ 23.34%
$101.25 - $127.45 $1.15M - $1.45M
60.2K $7.31M
DAL
Delta Air Lines, Inc.

Industrials
37.9K
+ 60.6%
$37.32 - $51.8 $1.41M - $1.96M
100K $5.1M
UITB
Usaa ETF Tr Core Intermediate

ETFs
27.2K
+ 6.47%
$45.71 - $48.29 $1.25M - $1.32M
448K $21.5M
WPC
W. P. Carey Inc.

Real Estate
19.5K
+ 16.79%
$54.63 - $63.96 $1.07M - $1.25M
136K $8.46M
SNOW
Snowflake Inc.

Technology
18K
+ 2650.22%
$108.56 - $143.02 $1.95M - $2.57M
18.7K $2.14M
TXN
Texas Instruments Inc

Technology
10.2K
+ 8.53%
$194.6 - $194.6 $1.99M - $1.99M
130K $25.3M
QCOM
Qualcomm Inc

Technology
18.1K
+ 44.74%
$156.12 - $209.64 $2.83M - $3.79M
58.6K $9.96M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.02K
+ 0.36%
$38.04 - $45.36 $38.8K - $46.3K
285K $12.8M
UNP
Union Pacific Corp

Industrials
3.29K
+ 6.93%
$221.78 - $256.09 $729K - $842K
50.8K $12.5M
THC
Tenet Healthcare Corp

Healthcare
9.46K
+ 186.92%
$129.27 - $168.03 $1.22M - $1.59M
14.5K $2.41M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
14K
+ 1.26%
$26.01 - $27.41 $364K - $384K
1.13M $30.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.7K
+ 8.94%
$59.25 - $65.33 $751K - $828K
154K $10M
MUB
Ishares National Muni Bond ETF

ETFs
8.93K
+ 3.65%
$106.13 - $108.7 $948K - $971K
254K $27.6M
CGDV
Capital Group Divid Value ETF

ETFs
28.4K
+ 26.8%
$32.96 - $36.48 $936K - $1.04M
134K $4.9M
MMM
3 M CO

Industrials
4.09K
+ 18.19%
$99.69 - $139.42 $408K - $570K
26.6K $3.63M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.3K
+ 3.39%
$46.18 - $48.92 $566K - $599K
373K $18.1M
SPMD
Spdr Portfolio

ETFs
10.4K
+ 5.05%
$50.29 - $54.92 $525K - $574K
218K $11.9M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.51K
+ 3.11%
$64.83 - $72.82 $357K - $401K
183K $13.2M
DGRO
Ishares Core Dividend Growth E

ETFs
5.19K
+ 3.02%
$57.47 - $62.76 $298K - $326K
177K $11.1M
DFIV
Dimensional ETF Tr

ETFs
21.8K
+ 15.75%
$34.66 - $38.38 $754K - $835K
160K $6.09M
COLB
Columbia Banking System, Inc.

Financial Services
458
+ 0.26%
$19.13 - $26.99 $8.76K - $12.4K
176K $4.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.62K
+ 1.55%
$41.02 - $46.01 $148K - $166K
238K $10.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.18K
+ 21.61%
$531.86 - $624.21 $626K - $735K
6.62K $4.1M
ACN
Accenture PLC

Technology
1.59K
+ 15.5%
$295.44 - $355.81 $469K - $565K
11.8K $4.18M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25K
+ 8.22%
$28.11 - $29.42 $703K - $736K
329K $9.69M
AMD
Advanced Micro Devices Inc

Technology
6.18K
+ 20.54%
$128.67 - $183.96 $795K - $1.14M
36.3K $5.95M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.16K
+ 41.53%
$156.14 - $187.2 $650K - $779K
14.2K $2.62M
SUB
Ishares Short Term National Mu

ETFs
2.36K
+ 0.48%
$104.3 - $106.3 $247K - $251K
491K $52.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
763
+ 3.27%
$475.2 - $527.7 $363K - $403K
24.1K $12.7M
USXF
Ishares Esg Advanced Msci Usa

Technology
5.12K
+ 1.75%
$43.59 - $49.35 $223K - $253K
298K $14.6M
AFL
Aflac Inc

Financial Services
2.95K
+ 10.32%
$88.52 - $111.8 $261K - $330K
31.5K $3.53M
NVDA
Nvidia Corp

Technology
16.3K
+ 3.23%
$98.91 - $134.91 $1.61M - $2.2M
520K $63.1M
PCG
Pg&E Corp

Utilities
15.1K
+ 5.94%
$17.08 - $20.6 $258K - $311K
269K $5.32M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
138
+ 0.07%
$91.41 - $101.59 $12.6K - $14K
195K $19.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.59K
+ 1.49%
$37.61 - $41.72 $97.3K - $108K
176K $7.33M
VGSH
Vanguard

ETFs
12.7K
+ 242.63%
$57.74 - $59.13 $731K - $748K
17.9K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
2.27K
+ 3.73%
$39.66 - $51.75 $90.2K - $118K
63.2K $3.27M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.66K
+ 30.87%
$79.58 - $91.64 $530K - $610K
28.2K $2.56M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
83
+ 0.42%
$386.81 - $423.12 $32.1K - $35.1K
19.8K $8.39M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
13.1K
+ 300.75%
$42.59 - $60.56 $560K - $796K
17.5K $884K
NSC
Norfolk Southern Corp

Industrials
1.29K
+ 15.31%
$213.75 - $259.69 $275K - $334K
9.7K $2.41M
SO
Southern CO

Utilities
2.07K
+ 6.74%
$77.0 - $90.52 $160K - $188K
32.9K $2.96M
PSA
Public Storage

Real Estate
112
+ 1.6%
$283.13 - $365.01 $31.7K - $40.9K
7.1K $2.58M
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.17%
$213.3 - $270.78 $4.05K - $5.14K
11.1K $3M
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
17.8K
+ 7.81%
$19.67 - $20.96 $350K - $373K
245K $5.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.89K
+ 17.07%
$47.18 - $48.74 $466K - $482K
67.8K $3.3M
MDT
Medtronic PLC

Healthcare
2.86K
+ 11.21%
$76.84 - $91.03 $220K - $260K
28.4K $2.55M
Activity Summary
Buys All Purchases 1453 New Holdings 220 Increased Positions 1233 Sells All Sells 1187 Reductions 1186 Sold out 1 Options Calls 1 Puts 1
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