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
VPN
Global X Fds Data Ctr Reits &

ETFs
176
New
N/A
176 $2K
OCCI
Ofs Credit Company, Inc.

Financial Services
302
New
$6.94 - $7.57 $2.1K - $2.29K
302 $2K
EXK
Endeavour Silver Corp

Basic Materials
800
New
$3.56 - $5.55 $2.85K - $4.44K
800 $2K
FTQI
First Trust ETF Vi First Trust

ETFs
100
New
$20.23 - $21.46 $2.02K - $2.15K
100 $2K
KIND
Nextdoor Holdings, Inc.

Communication Services
1.04K
New
$2.28 - $2.84 $2.36K - $2.95K
1.04K $2K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
180
New
$14.79 - $17.23 $2.66K - $3.1K
180 $2K
NVTS
Navitas Semiconductor Corp

Technology
406
New
$1.78 - $4.35 $723 - $1.77K
406 $1K
VCYT
Veracyte, Inc.

Healthcare
33
New
$31.92 - $44.4 $1.05K - $1.47K
33 $1K
TBPH
Theravance Biopharma, Inc.

Healthcare
134
New
$7.93 - $10.08 $1.06K - $1.35K
134 $1K
THRY
Thryv Holdings, Inc.

Communication Services
122
New
$13.55 - $18.34 $1.65K - $2.24K
122 $1K
NABL
N Able, Inc.

Technology
119
New
$9.34 - $12.72 $1.11K - $1.51K
119 $1K
PSTL
Postal Realty Trust, Inc.

Real Estate
120
New
$12.83 - $14.74 $1.54K - $1.77K
120 $1K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
44
New
$37.83 - $40.57 $1.66K - $1.79K
44 $1K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
64
New
$28.89 - $31.63 $1.85K - $2.02K
64 $1K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
293
New
$6.37 - $7.15 $1.87K - $2.09K
293 $1K
SGML
Sigma Lithium Corp

Basic Materials
100
New
$10.88 - $14.86 $1.09K - $1.49K
100 $1K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
1K
New
$0.86 - $1.75 $860 - $1.75K
1K $1K
PHR
Phreesia, Inc.

Healthcare
46
New
$18.04 - $25.76 $830 - $1.18K
46 $1K
PETS
Petmed Express Inc

Healthcare
218
New
$3.7 - $6.6 $807 - $1.44K
218 $1K
SSSS
Suro Capital Corp.

Financial Services
319
New
$3.87 - $6.38 $1.23K - $2.04K
319 $1K
EPHE
Ishares Msci Philippines ETF

ETFs
62
New
$24.55 - $29.65 $1.52K - $1.84K
62 $1K
SYM
Symbotic Inc.

Financial Services
65
New
$22.73 - $38.78 $1.48K - $2.52K
65 $1K
LASE
Laser Photonics Corp
200
New
$4.32 - $14.26 $864 - $2.85K
200 $1K
TNGX
Tango Therapeutics, Inc.

Healthcare
474
New
$2.79 - $7.46 $1.32K - $3.54K
474 $1K
AMOT
Allied Motion Technologies Inc

Technology
56
New
N/A
56 $1K
GOGO
Gogo Inc.

Communication Services
215
New
$6.3 - $8.53 $1.35K - $1.83K
215 $1K
CYRX
Cryoport, Inc.

Industrials
208
New
$6.52 - $8.42 $1.36K - $1.75K
208 $1K
CARE
Carter Bankshares, Inc.

Financial Services
73
New
$17.01 - $20.3 $1.24K - $1.48K
73 $1K
YOU
Clear Secure, Inc.

Technology
45
New
$25.61 - $38.45 $1.15K - $1.73K
45 $1K
APOG
Apogee Enterprises, Inc.

Industrials
21
New
$68.43 - $87.22 $1.44K - $1.83K
21 $1K
GETY
Vector Holding, LLC

Communication Services
644
New
$2.1 - $4.46 $1.35K - $2.87K
644 $1K
BLNK
Blink Charging Co.

Industrials
1K
New
$1.39 - $2.25 $1.39K - $2.25K
1K $1K
DGICA
Donegal Group Inc

Financial Services
119
New
$14.19 - $16.78 $1.69K - $2K
119 $1K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
100
New
$17.55 - $19.98 $1.76K - $2K
100 $1K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
514
New
$3.55 - $4.7 $1.82K - $2.42K
514 $1K
THYF
T Rowe Price Exchange Traded F
20.2K
New
N/A
20.2K $0
CGMU
Capital Group Core Plus Income
24.9K
New
N/A
24.9K $0
Capital Grp Fixed Incm ETF T
495
New
N/A
495 $0
Cara Therapeutics Inc
59
New
N/A
59 $0
SPOK
Spok Holdings, Inc

Healthcare
31
New
$14.47 - $17.05 $449 - $529
31 $0
CBNK
Capital Bancorp Inc

Financial Services
18
New
$24.12 - $30.82 $434 - $555
18 $0
Calamos ETF Tr
2.15K
New
N/A
2.15K $0
Teekay Corporation LTD
308
New
N/A
308 $0
STC
Stewart Information Services Corp

Financial Services
5
New
$67.24 - $77.18 $336 - $386
5 $0
Capital Group Core Balanced
3.28K
New
N/A
3.28K $0
TFLR
T Rowe Price Exchange Traded F
5.49K
New
N/A
5.49K $0
T Rowe Price ETF Inc
264K
New
N/A
264K $0
Capital Group New Geography
59
New
N/A
59 $0
Swvl Holdings Corp
1
New
N/A
1 $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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