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

65

Shares Held

1.45M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

309K
Shares

$9.74 Million
2.55% of portfolio
Truist Financial Corp

119K
Shares

$3.76 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.66 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.33 Million
0.01% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

73.3K
Shares

$2.31 Million
0.44% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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