Allworth Financial LP Portfolio Holdings
Allworth Financial LP
- $15.5 Billion
- Q2 2024
Allworth Financial LP has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $15.5 Billion distributed in 4132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.21B, Vanguard Bd Index Fd Inc Total with a value of $1.24B, Spdr Portfolio with a value of $1.04B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.03B, and Spdr Portfolio S&P 500 Value E with a value of $967M.
Examining the 13F form we can see an increase of $1.47B in the current position value, from $14B to 15.5B. Also it can be appreciated an additional of 269 stocks purchases and 2 closed positions.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 4,132
- Current Value $15.5 Billion
- Prior Value $14 Billion
- Filing
- Period Q2 2024
- Filing Date July 23, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 269 stocks
- Additional Purchases 1,530 stocks
- Sold out of 2 stocks
- Reduced holdings in 938 stocks