Allworth Financial LP Sells in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.15K
- 3.28%
$61.97 - $69.37 $71K - $79.4K
33.8K $2.33M
CSB
Victory Portf Ii Shs Us Small

ETFs
-1.32K
- 3.26%
$52.46 - $59.54 $69.3K - $78.7K
39.2K $2.3M
CARR
Carrier Global Corp

Industrials
-417
- 4.19%
$61.9 - $80.88 $25.8K - $33.7K
9.54K $767K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-623
- 0.3%
$17.35 - $18.22 $10.8K - $11.4K
205K $3.71M
VHT
Vanguard Health Care ETF

ETFs
-715
- 3.32%
$261.88 - $288.1 $187K - $206K
20.8K $5.88M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-482
- 2.35%
$111.9 - $124.28 $53.9K - $59.9K
20.1K $2.48M
CGGR
Capital Group Growth ETF Shs C

ETFs
-11.7K
- 3.99%
$30.71 - $34.79 $360K - $408K
283K $9.83M
QDF
Flexshares Quality Dividend In

ETFs
-849
- 1.99%
$65.37 - $71.71 $55.5K - $60.9K
41.8K $3M
MGV
Vanguard Mega Cap Value

ETFs
-133
- 0.73%
$118.0 - $128.28 $15.7K - $17.1K
18K $2.31M
ISRG
Intuitive Surgical Inc

Healthcare
-510
- 5.75%
$416.14 - $494.01 $212K - $252K
8.37K $4.11M
IYR
Ishares Tr

ETFs
-29
- 0.24%
$86.93 - $103.61 $2.52K - $3K
12.1K $1.23M
DE
Deere & CO

Industrials
-289
- 4.18%
$344.84 - $418.0 $99.7K - $121K
6.63K $2.77M
EIX
Edison International

Utilities
-282
- 2.09%
$71.19 - $87.72 $20.1K - $24.7K
13.2K $1.15M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-394
- 0.57%
$32.04 - $37.11 $12.6K - $14.6K
69.1K $2.52M
BLK
Black Rock Inc.

Financial Services
-62
- 3.96%
$782.27 - $949.51 $48.5K - $58.9K
1.5K $1.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.87K
- 4.6%
$83.76 - $91.82 $240K - $263K
59.4K $5.42M
MO
Altria Group, Inc.

Consumer Defensive
-1.84K
- 3.46%
$45.95 - $54.71 $84.4K - $101K
51.3K $2.62M
DUK
Duke Energy Corp

Utilities
-681
- 3.32%
$99.35 - $117.71 $67.7K - $80.2K
19.8K $2.28M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.12K
- 1.66%
$53.68 - $59.24 $59.9K - $66.1K
66K $3.91M
AMT
American Tower Corp

Real Estate
-190
- 2.57%
$192.27 - $242.73 $36.5K - $46.1K
7.21K $1.68M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.45K
- 7.28%
$149.02 - $167.67 $514K - $578K
43.9K $7.36M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-277
- 1.06%
$95.81 - $109.03 $26.5K - $30.2K
25.9K $2.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-643
- 2.77%
$125.95 - $142.04 $81K - $91.3K
22.5K $3.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.54K
- 1.43%
$74.26 - $78.84 $114K - $121K
106K $8.32M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-631
- 0.37%
$33.58 - $35.96 $21.2K - $22.7K
169K $6.02M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.43K
- 1.9%
$56.04 - $62.2 $136K - $151K
125K $7.77M
NDSN
Nordson Corp

Industrials
-274
- 2.4%
$225.0 - $262.63 $61.7K - $72K
11.1K $2.93M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-18.1K
- 2.33%
$20.94 - $22.17 $380K - $402K
760K $16.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-734
- 1.23%
$39.95 - $45.86 $29.3K - $33.7K
59K $2.69M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.05K
- 2.07%
$36.39 - $41.16 $74.6K - $84.4K
97.1K $3.99M
CME
Cme Group Inc.

Financial Services
-1.38K
- 5.03%
$193.43 - $220.62 $266K - $304K
26K $5.73M
NFLX
Netflix Inc

Communication Services
-275
- 1.71%
$598.55 - $722.26 $165K - $199K
15.8K $11.2M
VV
Vanguard Large Cap ETF

ETFs
-210
- 0.66%
$236.92 - $263.4 $49.8K - $55.3K
31.4K $8.27M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-847
- 0.69%
$61.47 - $67.36 $52.1K - $57.1K
121K $8.15M
K
Kellogg CO

Consumer Defensive
-161
- 0.89%
$56.19 - $80.81 $9.05K - $13K
18K $1.45M
V
Visa Inc.

Financial Services
-1.46K
- 2.24%
$253.74 - $291.56 $371K - $427K
64K $17.6M
GILD
Gilead Sciences, Inc.

Healthcare
-157
- 0.54%
$66.59 - $83.99 $10.5K - $13.2K
28.8K $2.41M
GWW
W.W. Grainger, Inc.

Industrials
-36
- 1.06%
$896.19 - $1044.18 $32.3K - $37.6K
3.37K $3.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-221
- 0.5%
$95.1 - $106.76 $21K - $23.6K
43.8K $4.67M
VZ
Verizon Communications Inc

Communication Services
-1.73K
- 1.19%
$38.89 - $45.0 $67.3K - $77.9K
144K $6.47M
BX
Blackstone Inc.

Financial Services
-2.43K
- 8.22%
$120.77 - $159.66 $293K - $387K
27.1K $4.15M
IWM
Ishares Russell 2000 ETF

ETFs
-808
- 2.14%
$200.87 - $224.6 $162K - $181K
36.9K $8.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.7K
- 2.28%
$162.64 - $179.3 $439K - $484K
115K $20.7M
VB
Vanguard Small Cap ETF

ETFs
-774
- 2.06%
$214.77 - $237.72 $166K - $184K
36.8K $8.72M
LVHD
Franklin U.S. Low Volatility H

ETFs
-1.92K
- 1.4%
$35.49 - $40.72 $68K - $78.1K
135K $5.5M
FVD
First Tr Value Line Divid Inde

ETFs
-3.55K
- 2.17%
$40.45 - $45.49 $144K - $161K
160K $7.27M
VONV
Vanguard Russell 1000 Value Et

ETFs
-6.33K
- 3.63%
$76.07 - $83.33 $481K - $527K
168K $14M
COST
Costco Wholesale Corp

Consumer Defensive
-528
- 1.63%
$801.83 - $917.05 $423K - $484K
31.9K $28.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.97K
- 1.47%
$332.02 - $382.76 $654K - $754K
132K $49.6M
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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