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
STRO
Sutro Biopharma, Inc.

Healthcare
50
New
$1.82 - $4.4 $91 - $220
50 $0
Capital Group Dividend Growe
626
New
N/A
626 $0
Capital Grp Fixed Incm ETF T
2.04K
New
N/A
2.04K $0
Super Micro Computer Inc
33K
New
N/A
33K $0
Sunrise Communications Ag
116
New
N/A
116 $0
KBE
Spdr S&P Bank ETF

ETFs
14
New
$51.33 - $62.76 $719 - $879
14 $0
IGR
Cbre Global Real Estate Income Fund

Financial Services
34
New
$4.81 - $6.44 $164 - $219
34 $0
RNW
Re New Energy Global PLC

Utilities
28
New
$5.22 - $7.46 $146 - $209
28 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
25
New
N/A
25 $0
Q32 Bio Inc
16
New
N/A
16 $0
Proshares Tr
4
New
N/A
4 $0
CLDX
Celldex Therapeutics, Inc.

Healthcare
18
New
$23.31 - $32.4 $420 - $583
18 $0
Proshares Tr
4
New
N/A
4 $0
Proshares Tr
364
New
N/A
364 $0
TOLZ
Dj Brookfield Global

ETFs
9
New
$48.31 - $52.66 $435 - $474
9 $0
Primo Brands Corporation
21
New
N/A
21 $0
COMP
Compass, Inc.

Technology
51
New
$5.4 - $7.33 $275 - $374
51 $0
Savers Value Vlg Inc
33
New
N/A
33 $0
Choiceone Finl Svcs Inc
81
New
N/A
81 $0
Cibus Inc
25
New
N/A
25 $0
South Bow Corp
319
New
N/A
319 $0
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
1
New
$33.07 - $35.18 $33.1 - $35.2
1 $0
Sidus Space Inc
72
New
N/A
72 $0
Serve Robotics Inc
900
New
N/A
900 $0
Sei Exchange Traded Funds
290
New
N/A
290 $0
Sei Exchange Traded Funds
892
New
N/A
892 $0
Sei Exchange Traded Funds
341
New
N/A
341 $0
CDE
Coeur Mining, Inc.

Basic Materials
97
New
$5.61 - $7.39 $544 - $717
97 $0
PRME
Prime Medicine, Inc.
141
New
$2.64 - $4.46 $372 - $629
141 $0
CDRE
Cadre Holdings, Inc.

Industrials
14
New
$31.0 - $40.22 $434 - $563
14 $0
Tidal Tr Ii
160
New
N/A
160 $0
VET
Vermilion Energy Inc.

Energy
6
New
$8.65 - $10.84 $51.9 - $65
6 $0
CRMT
Americas Carmart Inc

Consumer Cyclical
11
New
$38.21 - $57.46 $420 - $632
11 $0
AMSF
Amerisafe Inc

Financial Services
8
New
N/A
8 $0
Amplify ETF Tr
47
New
N/A
47 $0
Vanguard Wellington Fd
2.68K
New
N/A
2.68K $0
AMPL
Amplitude, Inc.

Technology
33
New
$8.51 - $11.89 $281 - $392
33 $0
AIV
Apartment Investment & Management CO

Real Estate
15
New
$8.03 - $9.09 $120 - $136
15 $0
BUZZ
Vaneck ETF Tr Vaneck Social Se
323
New
N/A
323 $0
MOTI
Vaneck Morningstar Internation

ETFs
33
New
$30.26 - $36.09 $999 - $1.19K
33 $0
Aptiv PLC
374
New
N/A
374 $0
Victory Portfolios Ii
1.3K
New
N/A
1.3K $0
VYGR
Voyager Therapeutics, Inc.

Healthcare
51
New
$5.27 - $8.07 $269 - $412
51 $0
Grayscale Ethereum Mini Tr E
8.1K
New
N/A
8.1K $0
23 Andme Holding CO
100
New
N/A
100 $0
THW
Tekla World Healthcare Fund

Financial Services
14
New
$10.96 - $13.33 $153 - $187
14 $0
ABSI
Absci Corp

Healthcare
128
New
$2.55 - $4.38 $326 - $561
128 $0
Acelyrin Inc
65
New
N/A
65 $0
WEST
Westrock Coffee Holdings, LLC
45
New
$5.53 - $8.26 $249 - $372
45 $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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