Allworth Financial LP New Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
95
New
$39.59 - $40.95 $3.76K - $3.89K
95 $3K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
82
New
$44.26 - $45.22 $3.63K - $3.71K
82 $3K
KROS
Keros Therapeutics, Inc.

Healthcare
370
New
$10.15 - $16.1 $3.76K - $5.96K
370 $3K
EPP
Ishares Inc

ETFs
50
New
$43.24 - $46.56 $2.16K - $2.33K
50 $2K
EFSC
Enterprise Financial Services Corp

Financial Services
39
New
$53.74 - $61.95 $2.1K - $2.42K
39 $2K
EVCM
Ever Commerce Inc.

Technology
242
New
$8.95 - $11.02 $2.17K - $2.67K
242 $2K
EWI
Ishares Inc Msci Italy ETF

ETFs
70
New
$35.58 - $43.99 $2.49K - $3.08K
70 $2K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
26
New
$90.18 - $98.47 $2.34K - $2.56K
26 $2K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
284
New
$5.11 - $8.91 $1.45K - $2.53K
284 $2K
QNST
Quinstreet, Inc

Communication Services
113
New
$17.0 - $25.17 $1.92K - $2.84K
113 $2K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
32
New
$82.81 - $96.53 $2.65K - $3.09K
32 $2K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
47
New
$49.96 - $103.01 $2.35K - $4.84K
47 $2K
ZIP
Ziprecruiter, Inc.

Industrials
489
New
$5.44 - $8.09 $2.66K - $3.96K
489 $2K
ABUS
Arbutus Biopharma Corp

Healthcare
677
New
$3.06 - $3.59 $2.07K - $2.43K
677 $2K
CVCO
Cavco Industries Inc.

Consumer Cyclical
4
New
$431.31 - $539.1 $1.73K - $2.16K
4 $2K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
50
New
$48.56 - $61.02 $2.43K - $3.05K
50 $2K
CEVA
Ceva Inc

Technology
107
New
$25.61 - $38.44 $2.74K - $4.11K
107 $2K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
90
New
$24.5 - $24.95 $2.21K - $2.25K
90 $2K
AQN
Algonquin Power & Utilities Corp.

Utilities
534
New
$4.27 - $5.19 $2.28K - $2.77K
534 $2K
IESC
Ies Holdings, Inc.

Industrials
7
New
$162.26 - $316.26 $1.14K - $2.21K
7 $1K
PTGX
Protagonist Therapeutics, Inc

Healthcare
30
New
$35.09 - $59.76 $1.05K - $1.79K
30 $1K
HEES
H&E Equipment Services, Inc.

Industrials
15
New
$43.93 - $100.57 $659 - $1.51K
15 $1K
RNST
Renasant Corp

Financial Services
43
New
$33.29 - $39.39 $1.43K - $1.69K
43 $1K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
163
New
$10.91 - $11.42 $1.78K - $1.86K
163 $1K
FSMO
Fidelity Covington Tr

ETFs
47
New
N/A
47 $1K
JAMF
Jamf Holding Corp.

Technology
100
New
$12.15 - $15.96 $1.22K - $1.6K
100 $1K
BCAL
Southern Calif Bancorp Com

Financial Services
85
New
$14.33 - $16.6 $1.22K - $1.41K
85 $1K
ATXS
Astria Therapeutics, Inc.

Healthcare
277
New
$5.34 - $9.1 $1.48K - $2.52K
277 $1K
NVEE
Nv5 Global, Inc.

Industrials
88
New
$17.03 - $19.42 $1.5K - $1.71K
88 $1K
MAX
Media Alpha, Inc.

Communication Services
117
New
$8.24 - $13.14 $964 - $1.54K
117 $1K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
45
New
$22.39 - $33.23 $1.01K - $1.5K
45 $1K
THS
Tree House Foods, Inc.

Consumer Defensive
51
New
$26.2 - $35.54 $1.34K - $1.81K
51 $1K
BFC
Bank First Corp

Financial Services
12
New
$93.72 - $106.76 $1.12K - $1.28K
12 $1K
UFCS
United Fire Group Inc

Financial Services
44
New
$24.78 - $29.72 $1.09K - $1.31K
44 $1K
MTW
Manitowoc CO Inc

Industrials
142
New
$8.4 - $12.16 $1.19K - $1.73K
142 $1K
ACLX
Arcellx, Inc.

Healthcare
28
New
$60.26 - $79.13 $1.69K - $2.22K
28 $1K
CSR
Centerspace

Real Estate
27
New
$60.29 - $66.19 $1.63K - $1.79K
27 $1K
CGEM
Cullinan Oncology, Inc.

Healthcare
241
New
$7.57 - $12.68 $1.82K - $3.06K
241 $1K
IMKTA
Ingles Markets Inc

Consumer Defensive
25
New
$59.95 - $67.47 $1.5K - $1.69K
25 $1K
SIMO
Silicon Motion Technology Corp

Technology
38
New
$49.58 - $59.71 $1.88K - $2.27K
38 $1K
ZETA
Zeta Global Holdings Corp.

Technology
129
New
$13.56 - $24.69 $1.75K - $3.19K
129 $1K
CVLG
Covenant Logistics Group, Inc.

Industrials
50
New
$22.2 - $29.12 $1.11K - $1.46K
50 $1K
SEMR
Se Mrush Holdings, Inc.

Technology
206
New
$9.27 - $18.37 $1.91K - $3.78K
206 $1K
BASE
Couchbase, Inc.

Technology
120
New
$13.17 - $19.14 $1.58K - $2.3K
120 $1K
IGOV
Ishares 1 3 International Trea

ETFs
50
New
$37.39 - $39.79 $1.87K - $1.99K
50 $1K
ATEN
A10 Networks, Inc.

Technology
69
New
$16.34 - $21.68 $1.13K - $1.5K
69 $1K
Newsmax Inc
1.07K
New
N/A
1.07K $0
Pimco ETF Tr
5.69K
New
N/A
5.69K $0
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
48
New
$12.14 - $13.37 $583 - $642
48 $0
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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