Allworth Financial LP New Holdings in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
17
New
$664750.0 - $724132.5 $11.3M - $12.3M
17 $11.6M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
307K
New
$16.4 - $17.85 $5.04M - $5.49M
307K $5.39M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
270K
New
$19.38 - $19.58 $5.23M - $5.28M
270K $5.24M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
38.4K
New
$94.54 - $104.98 $3.63M - $4.03M
38.4K $3.66M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
163K
New
$19.42 - $19.76 $3.17M - $3.22M
163K $3.18M
FLIN
Franklin Templeton ETF Tr

ETFs
66K
New
$37.75 - $41.62 $2.49M - $2.75M
66K $2.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
88.1K
New
$20.08 - $20.61 $1.77M - $1.82M
88.1K $1.77M
IAK
Ishares Tr

ETFs
12.7K
New
$123.78 - $138.16 $1.58M - $1.76M
12.7K $1.61M
IAI
Ishares Tr Us Broker Dealers &

ETFs
10.7K
New
$127.59 - $153.41 $1.37M - $1.64M
10.7K $1.55M
BCIM
Aberdeen Std Invts Etfs
57.6K
New
$19.96 - $24.83 $1.15M - $1.43M
57.6K $1.15M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
13.3K
New
$47.98 - $49.47 $636K - $656K
13.3K $640K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
32.7K
New
$18.28 - $18.87 $598K - $617K
32.7K $599K
QDPL
Pacer Fds Tr Metaurus Us Large
15.2K
New
$37.54 - $40.11 $572K - $611K
15.2K $584K
OCFC
Oceanfirst Financial Corp

Financial Services
30.3K
New
$17.54 - $21.27 $531K - $644K
30.3K $548K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
20.7K
New
$25.26 - $26.59 $522K - $549K
20.7K $523K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
10K
New
$49.39 - $52.31 $494K - $523K
10K $496K
TBUX
T Rowe Price Exchange Traded F

ETFs
9.62K
New
$49.52 - $49.88 $476K - $480K
9.62K $476K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
13K
New
$34.66 - $42.95 $452K - $560K
13K $460K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
6.81K
New
$51.31 - $55.61 $350K - $379K
6.81K $364K
HNNA
Hennessy Advisors Inc

Financial Services
26.9K
New
$9.61 - $13.6 $259K - $366K
26.9K $321K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
4.71K
New
$42.7 - $46.33 $201K - $218K
4.71K $201K
IHDG
Wisdomtree Tr

ETFs
4.58K
New
$43.38 - $46.0 $199K - $211K
4.58K $199K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.52K
New
$20.04 - $22.53 $191K - $214K
9.52K $192K
KRO
Kronos Worldwide Inc

Basic Materials
19K
New
$9.64 - $12.96 $183K - $246K
19K $185K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.69K
New
$38.17 - $42.95 $179K - $201K
4.69K $183K
LFST
Life Stance Health Group, Inc.

Healthcare
22.9K
New
$6.67 - $7.75 $153K - $177K
22.9K $168K
BUG
Global X Fds Cybersecurity ETF

ETFs
5.14K
New
$30.13 - $34.51 $155K - $177K
5.14K $164K
HYMU
Blackrock ETF Tr Ii High Yield
6.42K
New
$22.59 - $23.2 $145K - $149K
6.42K $145K
IEZ
Ishares Tr

ETFs
7.26K
New
$18.93 - $22.09 $137K - $160K
7.26K $143K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.63K
New
$37.81 - $38.94 $137K - $141K
3.63K $140K
BSCU
Invesco Exc Self Ind Tr

ETFs
8.38K
New
$16.32 - $16.99 $137K - $142K
8.38K $137K
MXI
Ishares Global Materials ETF

ETFs
1.68K
New
$77.6 - $93.04 $130K - $156K
1.68K $130K
BGSF
Bgsf, Inc.

Industrials
19.9K
New
$5.24 - $8.97 $104K - $179K
19.9K $104K
FCG
First Tr Exchange Traded Fd

ETFs
4.26K
New
$22.98 - $26.48 $98K - $113K
4.26K $104K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.53K
New
$50.02 - $51.24 $76.4K - $78.2K
1.53K $76K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
2.1K
New
$33.74 - $36.85 $70.9K - $77.4K
2.1K $76K
BEP
Brookfield Renewable Partners L.P.

Utilities
3K
New
$22.59 - $28.9 $67.8K - $86.7K
3K $68K
SKOR
Flexshares Tr Credit Scored Us

ETFs
1.38K
New
$47.6 - $49.05 $65.7K - $67.7K
1.38K $65K
UNTY
Unity Bancorp Inc

Financial Services
1.4K
New
$32.38 - $47.5 $45.4K - $66.6K
1.4K $61K
EDV
Vanguard Extended Duration Tre

ETFs
903
New
$67.27 - $79.67 $60.7K - $71.9K
903 $61K
RVNU
Xtrackers Municipal Infrastruc

ETFs
2.31K
New
$25.17 - $26.23 $58K - $60.5K
2.31K $58K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
2.38K
New
$23.43 - $24.2 $55.7K - $57.6K
2.38K $55K
PVH
Pvh Corp.

Consumer Cyclical
522
New
$92.92 - $112.86 $48.5K - $58.9K
522 $55K
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
3.2K
New
$14.65 - $25.92 $46.9K - $82.9K
3.2K $46K
EMHC
Spdr Bloomberg Emerging Market
1.9K
New
$23.7 - $25.01 $45.1K - $47.5K
1.9K $45K
CAPL
Cross America Partners LP

Energy
2K
New
$19.57 - $22.21 $39.1K - $44.4K
2K $44K
PAGP
Plains Gp Holdings LP

Energy
2.39K
New
$17.2 - $20.02 $41.1K - $47.8K
2.39K $43K
FFBC
First Financial Bancorp

Financial Services
1.58K
New
$23.97 - $30.34 $37.8K - $47.9K
1.58K $42K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
595
New
$68.62 - $82.57 $40.8K - $49.1K
595 $40K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email