Allworth Financial LP Incresed Positions in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RYH
Invesco S&P 500 Equal Weight H

ETFs
23K
+ 1007.46%
N/A
25.3K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
4.87K
+ 187.46%
N/A
7.47K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
278K
+ 71942.12%
N/A
279K $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2
+ 1.55%
$9.82 - $10.6 $19.6 - $21.2
131 $1K
IQ
I Qiyi, Inc.

Communication Services
307
+ 243.65%
$1.95 - $3.19 $599 - $979
433 $0
Ishares Bitcoin Trust ETF
6.46K
+ 34.0%
N/A
25.5K $0
Ishares Ethereum Tr
322
+ 15.62%
N/A
2.38K $0
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1
+ 0.83%
$41.64 - $45.75 $41.6 - $45.8
122 $5K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
13
+ 22.41%
$52.1 - $57.26 $677 - $744
71 $3K
EUFN
Ishares Msci Europe Financials

ETFs
10
+ 2.89%
$23.06 - $24.69 $231 - $247
356 $8K
JGRO
J P Morgan Exchange Traded Fd
120
+ 12.02%
N/A
1.12K $0
Jacobs Solutions Inc
3.22K
+ 74.19%
N/A
7.56K $0
JLL
Jones Lang Lasalle Inc

Real Estate
13
+ 7.74%
$246.93 - $283.67 $3.21K - $3.69K
181 $45K
BEKE
Ke Holdings Inc.

Real Estate
40
+ 19.51%
$18.38 - $25.8 $735 - $1.03K
245 $4K
Kenvue Inc
18.1K
+ 90.19%
N/A
38.1K $0
KGC
Kinross Gold Corp

Basic Materials
13
+ 28.89%
$9.03 - $10.75 $117 - $140
58 $0
Knife River Corp
10
+ 5.0%
N/A
210 $0
Labcorp Holdings Inc
190
+ 43.08%
N/A
631 $0
LADR
Ladder Capital Corp

Real Estate
88
+ 3.02%
$10.95 - $11.99 $964 - $1.06K
3K $33K
LAUR
Laureate Education, Inc.

Consumer Defensive
27
+ 100.0%
$15.29 - $19.71 $413 - $532
54 $0
LBRDK
Liberty Broadband Corp

Communication Services
8
+ 5.26%
$74.72 - $101.4 $598 - $811
160 $11K
Liberty Global LTD
445
+ 128.61%
N/A
791 $0
Liberty Media Corp Del
29
+ 17.9%
N/A
191 $0
Liberty Media Corp Del
8
+ 13.11%
N/A
69 $0
Liberty Media Corp Del
72
+ 52.17%
N/A
210 $0
Liberty Media Corp Del
8
+ 8.0%
N/A
108 $0
Linde PLC
1.8K
+ 25.68%
N/A
8.81K $0
Lithium Amers Corp New
4.89K
+ 99.43%
N/A
9.81K $0
Loar Holdings Inc
4
+ 80.0%
N/A
9 $0
MAC
Macerich CO

Real Estate
7
+ 8.33%
$17.44 - $22.11 $122 - $155
91 $1K
Madison Square Garden Entmt
53
+ 25.73%
N/A
259 $0
MANU
Manchester United PLC

Communication Services
15
+ 10.14%
$15.64 - $18.22 $235 - $273
163 $2K
Maplebear Inc
420
+ 101.45%
N/A
834 $0
MARPS
Marine Petroleum Trust

Energy
12
+ 2.6%
$3.76 - $4.52 $45.1 - $54.2
474 $1K
HZO
Marinemax Inc

Consumer Cyclical
13
+ 76.47%
$27.29 - $34.32 $355 - $446
30 $0
MRTN
Marten Transport LTD

Industrials
31
+ 258.33%
$15.48 - $18.26 $480 - $566
43 $0
Matthews Asia Fds
2
+ 5.26%
N/A
40 $0
Mind Medicine Mindmed Inc
3
+ 4.55%
N/A
69 $0
MOGA
Moog Inc Cla
158
+ 877.78%
N/A
176 $0
EYE
National Vision Holdings, Inc.

Consumer Cyclical
34
+ 77.27%
$9.69 - $12.45 $329 - $423
78 $0
Natwest Group PLC
341
+ 61.78%
N/A
893 $0
NCR
Ncr Corp

Technology
38
+ 4.86%
N/A
820 $12K
Nebius Group N.V.
1.44K
+ 247.09%
N/A
2.03K $0
NTST
Netstreit Corp.

Real Estate
39
+ 150.0%
$13.84 - $16.74 $540 - $653
65 $0
QAI
Iq Hedge Multi Strategy Compos

ETFs
93
+ 2.23%
$31.38 - $32.72 $2.92K - $3.04K
4.27K $134K
NYT
New York Times CO

Communication Services
18
+ 9.63%
$52.01 - $56.83 $936 - $1.02K
205 $10K
Nextracker Inc
276
+ 52.37%
N/A
803 $0
Nikola Corp
17.7K
+ 5835.53%
N/A
18K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
42
+ 8.48%
N/A
537 $0
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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