Allworth Financial LP Closed Holding Positions

Allworth Financial LP

  • $14 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q4 2023 Filed on Jan 24, 2024
315
$58.42 - $73.05 $18.4K - $23K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q3 2023 Filed on Oct 31, 2023
4,366
$47.89 - $48.35 $209K - $211K
EDV
Vanguard Extended Duration Tre

ETFs
Q2 2022 Filed on Jul 13, 2022
895
N/A
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q2 2022 Filed on Jul 13, 2022
770
$10.99 - $13.14 $8.46K - $10.1K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2022 Filed on Jul 13, 2022
500
$32.29 - $37.71 $16.1K - $18.9K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2022 Filed on Jul 13, 2022
2,487
$66.21 - $77.92 $165K - $194K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q2 2022 Filed on Jul 13, 2022
1,479
$6.03 - $7.19 $8.92K - $10.6K
Anaplan Inc
Q2 2022 Filed on Jul 13, 2022
333
N/A
SVM
Silvercorp Metals Inc

Basic Materials
Q2 2022 Filed on Jul 13, 2022
2,054
$2.48 - $3.88 $5.09K - $7.97K
CHIX
Global X

ETFs
Q2 2022 Filed on Jul 13, 2022
419
$12.17 - $14.34 $5.1K - $6.01K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q2 2022 Filed on Jul 13, 2022
85
N/A
EEMX
Spdr Idx Shs Fds Msci Emerging
Q2 2022 Filed on Jul 13, 2022
48
N/A
Osi ETF Tr
Q2 2022 Filed on Jul 13, 2022
35
N/A
TDWWSA
Tidewater Inc New
Q2 2022 Filed on Jul 13, 2022
10
N/A
Falcon Minerals Corp
Q2 2022 Filed on Jul 13, 2022
53
N/A
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q2 2022 Filed on Jul 13, 2022
11
N/A
RVIC
Retail Value Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
10
$1.02 - $3.2 $10.2 - $32
Preferred Apt Cmntys Inc
Q2 2022 Filed on Jul 13, 2022
4,641
N/A
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
Q2 2022 Filed on Jul 13, 2022
138
$12.17 - $17.88 $1.68K - $2.47K
TDWWSB
Tidewater Inc New Wt Exp Ser B
Q2 2022 Filed on Jul 13, 2022
11
N/A
Bottomline Tech Del Inc
Q2 2022 Filed on Jul 13, 2022
3
N/A
Aspen Technology Inc
Q2 2022 Filed on Jul 13, 2022
85
N/A
Discovery Inc
Q2 2022 Filed on Jul 13, 2022
310
N/A
SPRU
Spruce Pwr Hldg Corp Com
Q2 2022 Filed on Jul 13, 2022
622
N/A
CSWC
Capital Southwest Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
500
$17.99 - $24.07 $9K - $12K
Blackrock Muniyield Calif Fd
Q2 2022 Filed on Jul 13, 2022
3,000
N/A
Spx Flow Inc
Q2 2022 Filed on Jul 13, 2022
26
N/A
Tanzanian Gold Corp
Q2 2022 Filed on Jul 13, 2022
200
N/A
EQOS
Eqonex LTD

Financial Services
Q2 2022 Filed on Jul 13, 2022
300
$0.71 - $2.2 $213 - $660
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
75
$4.09 - $7.97 $307 - $598
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q2 2022 Filed on Jul 13, 2022
4
N/A
Us Ecology Inc
Q2 2022 Filed on Jul 13, 2022
58
N/A
APPH
App Harvest, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
1,000
$2.53 - $5.2 $2.53K - $5.2K
Blackrock Muniyield Calif Qu
Q2 2022 Filed on Jul 13, 2022
9,550
N/A
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Jul 13, 2022
509
$56.05 - $74.6 $28.5K - $38K
ALZN
Alzamend Neuro, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
300
$0.82 - $1.2 $246 - $360
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
51
$2.82 - $4.52 $144 - $231
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
196
N/A
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2022 Filed on Jul 13, 2022
109
$26.34 - $35.77 $2.87K - $3.9K
FXR
First Trust Industrials/Produc

ETFs
Q2 2022 Filed on Jul 13, 2022
465
$47.3 - $56.32 $22K - $26.2K
Surgalign Holdings Inc
Q2 2022 Filed on Jul 13, 2022
100
N/A
MSBI
Midland States Bancorp, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
737
$23.88 - $28.92 $17.6K - $21.3K
SOLO
Electrameccanica Vehicles Corp.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
1,000
$1.24 - $2.2 $1.24K - $2.2K
Brc Inc
Q2 2022 Filed on Jul 13, 2022
333
N/A
SALM
Salem Media Group, Inc.

Communication Services
Q2 2022 Filed on Jul 13, 2022
100
$2.12 - $3.47 $212 - $347
SSTI
Shotspotter, Inc

Technology
Q2 2022 Filed on Jul 13, 2022
9
$25.03 - $31.38 $225 - $282
Draftkings Inc
Q2 2022 Filed on Jul 13, 2022
671
N/A
Cerner Corp
Q2 2022 Filed on Jul 13, 2022
243
N/A
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
Q2 2022 Filed on Jul 13, 2022
1,528
N/A
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