Allworth Financial LP Innovator U.S. Equity Ultra Bu Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$26.48 - $27.83 $2.56 Million - $2.69 Million	96,587 New	96,587 $2.69 Million

Others Institutions Holding UFEB

# of Institutions

64

Shares Held

982K

Call Options Held

0

Put Options Held

0

Truist Financial Corp

119K
Shares

$3.85 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.75 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.39 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

68.8K
Shares

$2.22 Million
0.0% of portfolio
Brookstone Capital Management

50.1K
Shares

$1.62 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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