Allworth Financial LP Portfolio Holdings
Allworth Financial LP
- $16.1 Billion
- Q3 2024
Allworth Financial LP has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $16.1 Billion distributed in 3794 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 $2.38B, Vanguard Bd Index Fd Inc Total with a value of $1.33B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.12B, Spdr Portfolio with a value of $1.09B, and Spdr Portfolio S&P 500 Value E with a value of $1.07B.
Examining the 13F form we can see an increase of $638M in the current position value, from $15.5B to 16.1B. Also it can be appreciated an additional of 220 stocks purchases and 1 closed positions.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 3,794
- Current Value $16.1 Billion
- Prior Value $15.5 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 220 stocks
- Additional Purchases 1,233 stocks
- Sold out of 1 stocks
- Reduced holdings in 1,186 stocks