Allworth Financial LP Reduced Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
-2.93K
- 22.29%
N/A
10.2K $0
FAN
First Tr Exchange Traded Fd Ii
-2.17K
- 86.82%
N/A
330 $0
First Tr Exchng Traded Fd Vi
-349
- 2.49%
N/A
13.7K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-23.1K
- 16.88%
N/A
114K $0
Flagstar Financial Inc
-111
- 4.15%
N/A
2.57K $0
Fortuna Mng Corp
-500
- 12.5%
N/A
3.5K $0
FTF
Franklin LTD Duration Income Trust

Financial Services
-50
- 50.0%
$6.43 - $6.7 $322 - $335
50 $0
Franklin Templeton ETF Tr
-8
- 1.43%
N/A
552 $0
Ftai Aviation LTD
-944
- 84.97%
N/A
167 $0
GLPG
Galapagos Nv

Healthcare
-12
- 57.14%
$22.69 - $28.79 $272 - $345
9 $0
Ge Vernova Inc
-129
- 2.27%
N/A
5.56K $0
GABC
German American Bancorp, Inc.

Financial Services
-14
- 19.44%
$37.21 - $41.71 $521 - $584
58 $2K
GAIN
Gladstone Investment Corporation\De

Financial Services
-45
- 77.59%
$12.65 - $13.97 $569 - $629
13 $0
GIC
Global Industrial CO

Industrials
-30
- 83.33%
$22.1 - $25.66 $663 - $770
6 $0
GMRE
Global Medical Reit Inc.

Real Estate
-5
- 15.15%
$7.52 - $9.08 $37.6 - $45.4
28 $0
GIGB
Goldman Sachs ETF Access Invt
-10.5K
- 5.03%
N/A
198K $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
-14
- 1.37%
$14.46 - $15.96 $202 - $223
1.01K $15K
GSHD
Goosehead Insurance, Inc.

Financial Services
-1
- 8.33%
$98.59 - $123.84 $98.6 - $124
11 $1K
GPRO
Go Pro, Inc.

Technology
-15
- 3.29%
$0.66 - $1.15 $9.9 - $17.3
441 $0
Grail Inc
-122
- 11.48%
N/A
941 $0
Grayscale Bitcoin Mini Tr Et
-681
- 44.34%
N/A
855 $0
Grayscale Ethereum Mini Tr E
-18
- 0.22%
N/A
8.08K $0
GDOT
Green Dot Corp

Financial Services
-5
- 6.33%
$6.34 - $10.57 $31.7 - $52.9
74 $0
Gsk PLC
-155
- 1.97%
N/A
7.7K $0
Gt Biopharma Inc
-1
- 50.0%
N/A
1 $0
HLIT
Harmonic Inc

Technology
-21
- 41.18%
$9.42 - $13.55 $198 - $285
30 $0
HEIA
Heico Crp Cl A
-7
- 8.14%
N/A
79 $0
HTH
Hilltop Holdings Inc.

Financial Services
-11
- 39.29%
$27.15 - $32.77 $299 - $360
17 $0
IDT
Idt Corp

Communication Services
-2
- 3.85%
$45.68 - $52.65 $91.4 - $105
50 $2K
IMAX
Imax Corp

Communication Services
-1
- 2.5%
$22.39 - $27.37 $22.4 - $27.4
39 $1K
IBCP
Independent Bank Corp

Financial Services
-12
- 50.0%
$30.18 - $37.06 $362 - $445
12 $0
INMD
In Mode Ltd.

Healthcare
-14
- 18.92%
$15.9 - $19.4 $223 - $272
60 $1K
Innovator Etfs Trust
-310
- 96.57%
N/A
11 $0
Innovator Etfs Trust
-1.09K
- 8.95%
N/A
11.1K $0
PSEP
Innovator U.S. Equity Power Bu
-903K
- 98.65%
N/A
12.4K $0
USEP
Innovator U.S. Equity Ultra Bu
-146
- 1.14%
N/A
12.7K $0
Innovator Etfs Trust
-5.07K
- 87.42%
N/A
729 $0
RZG
Invesco Fd Tr S&P Smallcap 600
-3.65K
- 14.38%
N/A
21.8K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-13
- 1.1%
N/A
1.17K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.29K
- 5.1%
N/A
24K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-29.7K
- 10.66%
N/A
249K $0
EMGF
Ishares Msci Emerging Markets

ETFs
-12
- 1.5%
$44.18 - $48.23 $530 - $579
789 $36K
AGZ
Ishares Agency Bond ETF

ETFs
-1
- 50.0%
$107.46 - $109.48 $107 - $109
1 $0
ILCG
Ishares Morningstar Growth ETF
-109
- 6.23%
N/A
1.64K $0
IGE
Ishares Tr North Amern Nat Res

ETFs
-91
- 7.22%
$42.6 - $46.27 $3.88K - $4.21K
1.17K $53K
IYM
Ishares Tr

ETFs
-13
- 2.91%
$128.53 - $142.03 $1.67K - $1.85K
434 $58K
BYLD
Ishares Tr Yield Optimized Bd
-22.3K
- 27.04%
N/A
60.2K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-247
- 9.02%
N/A
2.49K $0
J P Morgan Exchange Traded F
-3.11K
- 80.99%
N/A
729 $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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