Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.47K
+ 9212.5%
$52.07 - $58.13 $76.8K - $85.7K
1.49K $77K
WDAY
Workday, Inc.

Technology
248
+ 24.9%
$233.85 - $279.91 $58K - $69.4K
1.24K $320K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.53K
New
$50.02 - $51.24 $76.4K - $78.2K
1.53K $76K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
849
+ 21.39%
$84.34 - $95.14 $71.6K - $80.8K
4.82K $420K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
2.1K
New
$33.74 - $36.85 $70.9K - $77.4K
2.1K $76K
CHE
Chemed Corp

Healthcare
144
+ 2057.14%
$517.44 - $613.19 $74.5K - $88.3K
151 $79K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.12K
+ 333.94%
$16.99 - $27.42 $53K - $85.5K
4.05K $92K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
734
+ 66.19%
$101.77 - $113.02 $74.7K - $83K
1.84K $194K
BYD
Boyd Gaming Corp

Consumer Cyclical
1.01K
+ 2735.14%
$62.5 - $75.64 $63.3K - $76.5K
1.05K $76K
OMC
Omnicom Group Inc.

Communication Services
1.12K
+ 85.15%
$85.82 - $105.47 $95.9K - $118K
2.43K $209K
WY
Weyerhaeuser CO

Real Estate
3.36K
+ 93.35%
$27.21 - $33.7 $91.3K - $113K
6.95K $195K
AFG
American Financial Group Inc

Financial Services
527
+ 301.14%
$126.81 - $149.08 $66.8K - $78.6K
702 $96K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
207
+ 5.82%
$278.19 - $315.36 $57.6K - $65.3K
3.77K $1.08M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.18K
+ 205.58%
$64.91 - $73.47 $76.5K - $86.5K
1.75K $114K
VIG
Vanguard Dividend Appreciation

ETFs
403
+ 0.32%
N/A
127K $23.2M
IBDV
Ishares Tr

Technology
3.35K
+ 342.74%
$21.24 - $22.15 $71.2K - $74.2K
4.33K $92K
WSBC
Wesbanco Inc

Financial Services
2.15K
+ 668.54%
$28.7 - $36.45 $61.6K - $78.2K
2.47K $80K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.17K
+ 131.72%
$64.85 - $73.04 $75.9K - $85.5K
2.06K $134K
GE
General Electric CO

Industrials
3.27K
+ 14.94%
$159.95 - $194.23 $524K - $636K
25.2K $4.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
593
+ 296.5%
$119.34 - $127.78 $70.8K - $75.8K
793 $94K
IR
Ingersoll Rand Inc.

Industrials
1.05K
+ 30.9%
$90.46 - $105.35 $95.2K - $111K
4.46K $403K
DSI
Ishares Msci Kld 400 Social Et

ETFs
299
+ 1.22%
$107.41 - $115.71 $32.1K - $34.6K
24.8K $2.73M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.03K
+ 82.04%
$26.05 - $29.17 $79K - $88.5K
6.73K $176K
TWLO
Twilio Inc

Communication Services
94
+ 6.86%
$63.73 - $114.96 $5.99K - $10.8K
1.47K $158K
BEP
Brookfield Renewable Partners L.P.

Utilities
3K
New
$22.59 - $28.9 $67.8K - $86.7K
3K $68K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
716
+ 2753.85%
$94.66 - $102.14 $67.8K - $73.1K
742 $70K
TCBK
Trico Bancshares

Financial Services
1.41K
+ 21.66%
$40.66 - $49.62 $57.5K - $70.1K
7.94K $346K
BSJR
Invesco Indx Tr

ETFs
3.19K
+ 20.47%
$22.37 - $22.7 $71.3K - $72.4K
18.8K $420K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
132
+ 1.37%
$201.32 - $217.44 $26.6K - $28.7K
9.74K $2.02M
ARKQ
Ark Autonomous Technology & Ro

ETFs
592
+ 46.14%
$60.57 - $82.2 $35.9K - $48.7K
1.88K $144K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
737
+ 37.26%
$93.52 - $95.37 $68.9K - $70.3K
2.72K $254K
CAE
Cae Inc

Industrials
913
+ 14.25%
$17.6 - $25.38 $16.1K - $23.2K
7.32K $185K
SKOR
Flexshares Tr Credit Scored Us

ETFs
1.38K
New
$47.6 - $49.05 $65.7K - $67.7K
1.38K $65K
LEN
Lennar Corp

Consumer Cyclical
1.16K
+ 63.56%
$136.2 - $188.96 $158K - $219K
2.98K $406K
RSG
Republic Services, Inc.

Industrials
320
+ 30.92%
$198.0 - $218.75 $63.4K - $70K
1.36K $272K
DOW
Dow Inc.

Basic Materials
5.7K
+ 49.91%
$39.1 - $55.34 $223K - $315K
17.1K $687K
EBND
Spdr Bloomberg Emerging Market

ETFs
3.27K
+ 520.35%
$19.53 - $21.1 $63.9K - $69.1K
3.9K $76K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
2.4K
+ 53.77%
$30.42 - $36.45 $73K - $87.4K
6.86K $218K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.07K
+ 82.2%
$53.94 - $58.15 $57.6K - $62K
2.37K $133K
UNTY
Unity Bancorp Inc

Financial Services
1.4K
New
$32.38 - $47.5 $45.4K - $66.6K
1.4K $61K
EDV
Vanguard Extended Duration Tre

ETFs
903
New
$67.27 - $79.67 $60.7K - $71.9K
903 $61K
APO
Apollo Global Management, Inc.

Financial Services
190
+ 26.06%
$131.36 - $178.61 $25K - $33.9K
919 $151K
FTC
First Tr Lge Cap Growth

ETFs
13
+ 0.14%
$130.13 - $149.09 $1.69K - $1.94K
9.29K $1.28M
PSX
Phillips 66

Energy
2.48K
+ 19.44%
$110.35 - $138.93 $274K - $345K
15.3K $1.74M
TM
Toyota Motor Corp

Consumer Cyclical
50
+ 1.62%
$169.2 - $199.52 $8.46K - $9.98K
3.14K $611K
RVNU
Xtrackers Municipal Infrastruc

ETFs
2.31K
New
$25.17 - $26.23 $58K - $60.5K
2.31K $58K
BEN
Franklin Resources Inc

Financial Services
2.86K
+ 82.71%
$19.35 - $22.76 $55.2K - $65K
6.31K $127K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.05K
+ 126.12%
$30.93 - $33.94 $63.3K - $69.5K
3.67K $113K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.52K
+ 130.58%
$27.45 - $55.56 $206K - $418K
13.3K $375K
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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