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
Ishares Tr
2.01K
New
N/A
2.01K $0
Ishares Tr
1.84K
New
N/A
1.84K $0
ITIC
Investors Title CO

Financial Services
4
New
$214.82 - $245.71 $859 - $983
4 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
285
New
N/A
285 $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
600
New
N/A
600 $0
XSVM
Invesco S&P Smallcap Value Wit

ETFs
0
New
$49.34 - $55.91 $0 - $0
0 $0
KFRC
Kforce Inc

Industrials
10
New
$48.42 - $56.93 $484 - $569
10 $0
Kindercare Learning Companie
279
New
N/A
279 $0
Klaviyo Inc
63
New
N/A
63 $0
MVIS
Microvision, Inc.

Technology
50
New
N/A
50 $0
MTR
Mesa Royalty Trust

Energy
35
New
$6.02 - $7.27 $211 - $254
35 $0
MRUS
Merus N.V.

Healthcare
5
New
$39.01 - $49.16 $195 - $246
5 $0
MBIN
Merchants Bancorp

Financial Services
9
New
$34.75 - $43.49 $313 - $391
9 $0
MATV
Schweitzer Mauduit International Inc

Basic Materials
135
New
$5.67 - $10.97 $765 - $1.48K
135 $0
MBUU
Malibu Boats, Inc.

Consumer Cyclical
7
New
$29.49 - $39.5 $206 - $277
7 $0
Lithium Argentina Ag
3.5K
New
N/A
3.5K $0
Lineage Inc
144
New
N/A
144 $0
Life360 Inc
41
New
N/A
41 $0
Lenz Therapeutics Inc
35
New
N/A
35 $0
LVHI
Franklin International Low Vol

ETFs
6
New
$30.53 - $32.85 $183 - $197
6 $0
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
3
New
$110.12 - $124.59 $330 - $374
3 $0
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
1
New
$8.44 - $9.01 $8.44 - $9.01
1 $0
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
8
New
$25.24 - $34.09 $202 - $273
8 $0
Globalstar Inc
526
New
N/A
526 $0
Global X Fds
240
New
N/A
240 $0
GILT
Gilat Satellite Networks LTD

Technology
44
New
$6.1 - $7.78 $268 - $342
44 $0
GCT
Giga Cloud Technology Inc.

Technology
85
New
N/A
85 $0
GNE
Genie Energy Ltd.

Utilities
20
New
$13.85 - $15.59 $277 - $312
20 $0
GCO
Genesco Inc

Consumer Cyclical
9
New
$20.17 - $43.42 $182 - $391
9 $0
Genedx Holdings Corp
5
New
N/A
5 $0
GCI
Gannett Co., Inc.

Communication Services
192
New
$2.89 - $5.36 $555 - $1.03K
192 $0
FIP
Ftai Infrastructure LLC
95
New
$4.53 - $8.41 $430 - $799
95 $0
FRPH
Frp Holdings, Inc.

Real Estate
22
New
$27.55 - $31.52 $606 - $693
22 $0
FOX
Fox Corp Cl B (De)

Communication Services
8
New
$45.64 - $54.23 $365 - $434
8 $0
GRNT
Granite Ridge Resources, Inc.
106
New
$5.29 - $6.89 $561 - $730
106 $0
GLRE
Greenlight Capital Re, Ltd.

Financial Services
56
New
$12.85 - $14.13 $720 - $791
56 $0
GRND
Grindr Inc Com
73
New
N/A
73 $0
Innovator Etfs Trust
3.02K
New
N/A
3.02K $0
Innovator Etfs Trust
2.98K
New
N/A
2.98K $0
Innovator Etfs Trust
1K
New
N/A
1K $0
Innovator Etfs Trust
1.5K
New
N/A
1.5K $0
Ingram Micro Hldg Corp
91
New
N/A
91 $0
IMNM
Immunome Inc.

Healthcare
120
New
$6.73 - $11.83 $808 - $1.42K
120 $0
IBRX
Immunity Bio, Inc.

Healthcare
105
New
$2.32 - $3.9 $244 - $410
105 $0
Ibotta Inc
94
New
N/A
94 $0
Hub Cyber Security LTD
51
New
N/A
51 $0
Hepion Pharmaceuticals Inc
1
New
N/A
1 $0
Hamilton Insurance Group LTD
113
New
N/A
113 $0
GRPN
Groupon, Inc.

Communication Services
30
New
$9.77 - $18.83 $293 - $565
30 $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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