Allworth Financial LP Sells in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-6.85K
- 58.84%
$76.72 - $80.36 $526K - $551K
4.79K $384K
MAR
Marriott International Inc

Consumer Cyclical
-2.12K
- 48.45%
$211.35 - $255.11 $447K - $540K
2.25K $559K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-12.2K
- 8.98%
$47.0 - $47.84 $572K - $583K
123K $5.89M
KLAC
Kla Corp

Technology
-39
- 0.45%
$696.17 - $892.35 $27.2K - $34.8K
8.63K $6.68M
USFR
Wisdomtree Floating Rate Treas

ETFs
-9.14K
- 13.73%
$50.2 - $50.48 $459K - $461K
57.4K $2.88M
TFLO
Ishares Treasury Floating Rate

ETFs
-8.9K
- 9.22%
$50.42 - $50.66 $449K - $451K
87.6K $4.43M
SRLN
Ssga Active Trust

ETFs
-10.9K
- 64.43%
$40.93 - $41.85 $446K - $456K
6.01K $251K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-10.4K
- 8.29%
$51.78 - $52.98 $540K - $553K
115K $6.12M
CINF
Cincinnati Financial Corp

Financial Services
-3.81K
- 70.97%
$115.7 - $138.2 $441K - $527K
1.56K $212K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-61.3K
- 9.92%
$41.9 - $48.26 $2.57M - $2.96M
556K $26.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-13.2K
- 4.76%
$47.01 - $48.2 $622K - $637K
264K $12.7M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-8.77K
- 40.28%
$43.8 - $45.62 $384K - $400K
13K $593K
XLK
Technology Sector Spdr

ETFs
-1.47K
- 2.01%
$197.34 - $237.68 $290K - $349K
71.5K $16.1M
SCHW
Schwab Charles Corp

Financial Services
-1.85K
- 6.8%
$61.74 - $76.08 $114K - $141K
25.3K $1.64M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.95K
- 7.82%
$49.83 - $62.75 $147K - $185K
34.8K $2.01M
VIG
Vanguard Dividend Appreciation

ETFs
-1.6K
- 1.24%
$182.15 - $182.15 $291K - $291K
127K $23.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-4.38K
- 6.26%
$96.3 - $106.49 $422K - $467K
65.6K $6.87M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-2.44K
- 99.39%
$115.7 - $167.81 $282K - $409K
15 $2K
IWS
Ishares Russell Midcap Value E

ETFs
-2.93K
- 45.79%
$119.52 - $132.25 $350K - $387K
3.47K $458K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-13.1K
- 8.72%
$75.32 - $84.37 $990K - $1.11M
138K $11.5M
ASML
Asml Holding Nv

Technology
-80
- 6.73%
$749.82 - $1098.95 $60K - $87.9K
1.11K $924K
GS
Goldman Sachs Group Inc

Financial Services
-1.06K
- 18.25%
$459.02 - $510.25 $488K - $543K
4.77K $2.36M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.76K
- 14.43%
$100.09 - $100.69 $276K - $278K
16.4K $1.65M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.89K
- 18.94%
$133.16 - $158.73 $252K - $300K
8.1K $1.23M
XLE
Energy Sector Spdr

ETFs
-1.6K
- 4.04%
$84.35 - $93.39 $135K - $149K
38K $3.33M
PSX
Phillips 66

Energy
-978
- 7.11%
$125.0 - $147.17 $122K - $144K
12.8K $1.68M
GIB
Cgi Inc

Technology
-2.68K
- 85.49%
$99.02 - $116.4 $265K - $311K
454 $52K
MPC
Marathon Petroleum Corp

Energy
-735
- 5.57%
$158.61 - $180.75 $117K - $133K
12.4K $2.03M
IEMG
Ishares Inc

ETFs
-4.99K
- 3.16%
$53.64 - $53.64 $267K - $267K
153K $8.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.14K
- 16.77%
$46.9 - $51.96 $429K - $475K
45.4K $2.34M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-8.34K
- 10.7%
$36.29 - $38.05 $302K - $317K
69.6K $2.65M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-8.56K
- 26.64%
$28.75 - $29.46 $246K - $252K
23.6K $693K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-24.7K
- 9.35%
$28.25 - $31.7 $698K - $783K
239K $7.37M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-5.22K
- 10.68%
$51.0 - $52.05 $266K - $272K
43.7K $2.27M
EFG
Msci Eafe Growth ETF

ETFs
-2.33K
- 43.0%
$96.84 - $108.77 $226K - $254K
3.09K $332K
XLF
Financial Sector Spdr

ETFs
-13.8K
- 14.3%
$40.84 - $45.74 $564K - $632K
82.8K $3.75M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.15K
- 96.7%
$41.95 - $43.42 $216K - $224K
176 $7K
FITB
Fifth Third Bancorp

Financial Services
-6.82K
- 49.05%
$36.01 - $43.64 $245K - $297K
7.08K $303K
HYD
Vaneck High Yield Muni ETF

ETFs
-4K
- 69.84%
$51.46 - $53.07 $206K - $212K
1.73K $91K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.63K
- 29.75%
$89.91 - $101.33 $236K - $266K
6.2K $608K
EW
Edwards Lifesciences Corp

Healthcare
-1.22K
- 26.74%
$59.7 - $93.78 $72.7K - $114K
3.34K $220K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.28K
- 23.33%
$106.11 - $113.72 $242K - $259K
7.48K $845K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-14.6K
- 3.24%
$45.6 - $46.83 $666K - $684K
436K $20.4M
IP
International Paper CO

Consumer Cyclical
-4.72K
- 79.87%
$42.55 - $49.98 $201K - $236K
1.19K $58K
COP
Conocophillips

Energy
-106
- 0.54%
$102.3 - $116.61 $10.8K - $12.4K
19.7K $2.07M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-9.07K
- 8.2%
$23.13 - $23.43 $210K - $212K
102K $2.38M
WM
Waste Management Inc

Industrials
-525
- 3.83%
$196.96 - $223.45 $103K - $117K
13.2K $2.74M
OKE
Oneok Inc

Energy
-3.52K
- 25.07%
$78.62 - $95.27 $277K - $336K
10.5K $959K
FDX
Fedex Corp

Industrials
-135
- 2.38%
$254.64 - $313.52 $34.4K - $42.3K
5.54K $1.52M
Activity Summary
Buys All Purchases 1453 New Holdings 220 Increased Positions 1233 Sells All Sells 1187 Reductions 1186 Sold out 1 Options Calls 1 Puts 1
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