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
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
932
New
$41.02 - $44.55 $38.2K - $41.5K
932 $40K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
1.2K
New
$32.41 - $33.9 $39K - $40.8K
1.2K $39K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
3.12K
New
$12.44 - $14.36 $38.8K - $44.8K
3.12K $39K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.75K
New
$20.7 - $22.35 $36.3K - $39.2K
1.75K $38K
CPER
United States Copper Index Fun

ETFs
1.54K
New
$25.16 - $29.15 $38.8K - $45K
1.54K $38K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.83K
New
$9.57 - $10.31 $36.7K - $39.5K
3.83K $36K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
850
New
$40.28 - $44.96 $34.2K - $38.2K
850 $34K
PSCJ
Pacer Fds Tr Swan Sos Cons Jul

ETFs
1.17K
New
$26.01 - $27.1 $30.4K - $31.6K
1.17K $31K
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.22K
New
$24.86 - $27.99 $30.3K - $34.1K
1.22K $30K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
1.46K
New
$19.99 - $20.7 $29.2K - $30.3K
1.46K $29K
LRNZ
Trueshares Technology, Ai & De

ETFs
700
New
$36.69 - $44.37 $25.7K - $31.1K
700 $27K
SYLD
Cambria Shareholder Yld ETF

ETFs
388
New
$68.06 - $76.27 $26.4K - $29.6K
388 $26K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
491
New
$51.33 - $58.78 $25.2K - $28.9K
491 $26K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
559
New
$46.18 - $48.09 $25.8K - $26.9K
559 $26K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
394
New
$61.21 - $68.19 $24.1K - $26.9K
394 $24K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
896
New
$26.08 - $27.65 $23.4K - $24.8K
896 $23K
BME
Black Rock Health Sciences Trust

Financial Services
574
New
$36.92 - $42.26 $21.2K - $24.3K
574 $21K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
246
New
$77.23 - $82.11 $19K - $20.2K
246 $19K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
250
New
$74.89 - $84.46 $18.7K - $21.1K
250 $19K
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
765
New
$25.11 - $28.13 $19.2K - $21.5K
765 $19K
BSCV
Invesco ETF Self Indexed Fd Tr
1.18K
New
$16.02 - $16.72 $19K - $19.8K
1.18K $19K
KBA
Kraneshares Bosera Msci China

ETFs
779
New
$23.29 - $30.93 $18.1K - $24.1K
779 $18K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
140
New
$132.63 - $210.23 $18.6K - $29.4K
140 $18K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
7K
New
$2.27 - $3.84 $15.9K - $26.9K
7K $18K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
230
New
$81.34 - $96.75 $18.7K - $22.3K
230 $18K
FDD
First Trust Stoxx European Sel

ETFs
1.6K
New
$11.07 - $12.33 $17.7K - $19.7K
1.6K $18K
JBI
Janus International Group, Inc.

Industrials
2.44K
New
$7.02 - $10.41 $17.1K - $25.4K
2.44K $17K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
319
New
$50.67 - $50.9 $16.2K - $16.2K
319 $16K
TCHP
T Rowe Price Exchange Traded F

Technology
393
New
$39.17 - $43.9 $15.4K - $17.3K
393 $16K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
1.43K
New
$11.02 - $12.05 $15.8K - $17.3K
1.43K $16K
BST
Black Rock Science & Technology Trust

Financial Services
453
New
$34.86 - $38.04 $15.8K - $17.2K
453 $16K
APLD
Applied Blockchain, Inc.

Financial Services
2K
New
$5.97 - $10.68 $11.9K - $21.4K
2K $15K
LWLG
Lightwave Logic, Inc.

Basic Materials
7.5K
New
$1.78 - $4.08 $13.4K - $30.6K
7.5K $15K
FDMO
Fidelity Covington Tr Momentum

ETFs
210
New
$65.49 - $73.33 $13.8K - $15.4K
210 $14K
IWX
Ishares Tr Russell 200 Value E

ETFs
186
New
$78.25 - $85.17 $14.6K - $15.8K
186 $14K
PFN
Pimco Income Strategy Fund Ii

Financial Services
1.92K
New
$7.33 - $7.72 $14K - $14.8K
1.92K $14K
PEB
Pebblebrook Hotel Trust

Real Estate
1.04K
New
$11.85 - $14.94 $12.3K - $15.5K
1.04K $14K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
257
New
$56.7 - $62.15 $14.6K - $16K
257 $14K
PULS
Pgim ETF Tr

ETFs
300
New
$49.51 - $49.79 $14.9K - $14.9K
300 $14K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.2K
New
$1.38 - $4.81 $4.42K - $15.4K
3.2K $14K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
419
New
$31.31 - $35.01 $13.1K - $14.7K
419 $13K
FXG
First Tr Exchange Traded First

ETFs
200
New
$63.7 - $70.06 $12.7K - $14K
200 $12K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
245
New
$48.96 - $52.85 $12K - $12.9K
245 $12K
LEU
Centrus Energy Corp

Energy
174
New
$55.8 - $109.53 $9.71K - $19.1K
174 $11K
IEO
Ishares Tr

ETFs
133
New
$85.22 - $101.77 $11.3K - $13.5K
133 $11K
PET
Wag! Group Co.

Technology
45K
New
$0.17 - $0.91 $7.65K - $41K
45K $10K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
1.51K
New
$5.39 - $8.13 $8.12K - $12.2K
1.51K $9K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
390
New
$23.99 - $24.55 $9.36K - $9.57K
390 $9K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
121
New
$74.01 - $80.93 $8.96K - $9.79K
121 $9K
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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