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
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
206
+ 3.22%
$29.24 - $45.37 $6.02K - $9.35K
6.6K $296K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
396
+ 0.29%
$23.63 - $24.42 $9.36K - $9.67K
137K $3.34M
DOV
Dover Corp

Industrials
375
+ 17.71%
$172.5 - $193.03 $64.7K - $72.4K
2.49K $478K
IDA
Idacorp Inc

Utilities
717
+ 33.66%
$92.02 - $104.62 $66K - $75K
2.85K $293K
URI
United Rentals, Inc.

Industrials
2
+ 0.35%
$627.41 - $814.1 $1.25K - $1.63K
569 $460K
WELL
Welltower Inc.

Real Estate
65
+ 1.81%
$104.0 - $129.74 $6.76K - $8.43K
3.66K $468K
C
Citigroup Inc

Financial Services
1.91K
+ 5.99%
$56.11 - $67.61 $107K - $129K
33.8K $2.12M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
108
+ 0.04%
$11.4 - $11.99 $1.23K - $1.29K
251K $2.99M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.1K
+ 24.4%
$28.02 - $32.68 $58.9K - $68.7K
10.7K $345K
RKLB
Rocket Lab Usa, Inc.

Industrials
8.99K
+ 1827.64%
$4.54 - $9.78 $40.8K - $87.9K
9.48K $92K
MSTR
Microstrategy Inc

Technology
708
+ 2832.0%
$114.3 - $1800.09 $80.9K - $1.27M
733 $123K
ED
Consolidated Edison Inc

Utilities
161
+ 3.31%
$88.42 - $104.97 $14.2K - $16.9K
5.02K $522K
KKR
Kkr & Co. Inc.

Financial Services
191
+ 7.68%
$104.51 - $133.23 $20K - $25.4K
2.68K $349K
AJG
Arthur J. Gallagher & Co.

Financial Services
79
+ 2.75%
$259.22 - $299.75 $20.5K - $23.7K
2.95K $829K
FTC
First Tr Lge Cap Growth

ETFs
5
+ 0.05%
$115.51 - $131.45 $578 - $657
9.28K $1.22M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
299
+ 0.3%
$24.62 - $25.59 $7.36K - $7.65K
99.6K $2.54M
BDX
Becton Dickinson & CO

Healthcare
23
+ 0.22%
$221.47 - $242.41 $5.09K - $5.58K
10.4K $2.51M
HEI
Heico Corp

Industrials
256
+ 69.0%
$220.59 - $267.96 $56.5K - $68.6K
627 $163K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
157
+ 1.36%
$43.9 - $52.34 $6.89K - $8.22K
11.7K $601K
TTE
Total Energies Se

Energy
1.07K
+ 34.55%
$68.61 - $68.61 $73.1K - $73.1K
4.15K $284K
BKH
Black Hills Corp

Utilities
1.19K
+ 149.68%
$53.42 - $61.53 $63.4K - $73K
1.98K $121K
ITW
Illinois Tool Works Inc

Industrials
36
+ 1.33%
$233.14 - $263.97 $8.39K - $9.5K
2.74K $718K
INGR
Ingredion Inc

Consumer Defensive
495
+ 114.06%
$111.98 - $137.59 $55.4K - $68.1K
929 $127K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
361
+ 25.16%
$178.94 - $207.0 $64.6K - $74.7K
1.8K $360K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.09K
+ 12.15%
$31.95 - $38.02 $35K - $41.6K
10.1K $378K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.68K
+ 695.02%
$43.73 - $46.29 $73.2K - $77.5K
1.92K $88K
GNRC
Generac Holdings Inc.

Industrials
11
+ 0.42%
$133.16 - $159.78 $1.46K - $1.76K
2.66K $422K
KR
Kroger CO

Consumer Defensive
42
+ 0.44%
$50.43 - $57.3 $2.12K - $2.41K
9.59K $549K
TECH
Bio Techne Corp

Healthcare
813
+ 91.76%
$70.96 - $82.35 $57.7K - $67K
1.7K $135K
LAMR
Lamar Advertising CO

Real Estate
488
+ 106.32%
$110.9 - $135.58 $54.1K - $66.2K
947 $126K
ODFL
Old Dominion Freight Line, Inc.

Industrials
226
+ 18.82%
$178.41 - $210.18 $40.3K - $47.5K
1.43K $283K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
636
+ 54.59%
$91.37 - $101.65 $58.1K - $64.6K
1.8K $183K
UAL
United Airlines Holdings, Inc.

Industrials
264
+ 4.0%
$37.88 - $58.85 $10K - $15.5K
6.86K $391K
CWT
California Water Service Group

Utilities
12
+ 0.1%
$47.83 - $55.5 $574 - $666
11.9K $647K
EBAY
Ebay Inc

Consumer Cyclical
79
+ 1.42%
$52.61 - $65.44 $4.16K - $5.17K
5.65K $368K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.28K
+ 25.48%
$42.87 - $45.76 $54.7K - $58.4K
6.29K $284K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.13K
+ 2.92%
$23.84 - $25.78 $27K - $29.2K
39.9K $1.02M
ROL
Rollins Inc

Consumer Cyclical
1.33K
+ 175.2%
$45.93 - $51.4 $61K - $68.3K
2.09K $105K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
19
+ 0.52%
$138.85 - $182.81 $2.64K - $3.47K
3.64K $646K
FAST
Fastenal CO

Industrials
204
+ 3.27%
$62.09 - $71.83 $12.7K - $14.7K
6.44K $459K
JCI
Johnson Controls International PLC

Industrials
87
+ 1.59%
$65.52 - $77.61 $5.7K - $6.75K
5.56K $431K
FNDF
Schwab Fundamental Intl Large

ETFs
1.47K
+ 26.9%
$33.67 - $37.71 $49.6K - $55.5K
6.95K $259K
BAC
Bank Of America Corp

Financial Services
2.22K
+ 0.84%
$36.65 - $44.13 $81.3K - $97.9K
266K $10.5M
DSL
Double Line Income Solutions Fund

Financial Services
5.05K
+ 588.58%
$12.42 - $13.06 $62.7K - $66K
5.91K $76K
FNDA
Schwab Fundamental U S Small C

ETFs
925
+ 39.38%
$54.26 - $60.01 $50.2K - $55.5K
3.27K $195K
BSX
Boston Scientific Corp

Healthcare
104
+ 1.25%
$72.96 - $84.0 $7.59K - $8.74K
8.43K $706K
SGOL
Abrdn Gold ETF Trust

ETFs
1.85K
+ 33.3%
$22.26 - $25.51 $41.2K - $47.3K
7.42K $186K
FISV
Fiserv Inc

Technology
510
+ 11.87%
N/A
4.81K $601K
SNY
Sanofi

Healthcare
355
+ 7.51%
$48.54 - $58.53 $17.2K - $20.8K
5.08K $292K
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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