Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
24.2K
+ 84.34%
$23.25 - $23.56 $562K - $569K
52.8K $1.23M
OCFC
Oceanfirst Financial Corp

Financial Services
30.3K
New
$17.54 - $21.27 $531K - $644K
30.3K $548K
DFAE
Dimensional ETF Tr

ETFs
26.7K
+ 40.55%
$25.36 - $28.15 $677K - $752K
92.6K $2.35M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
28.6K
+ 18.45%
$19.8 - $20.06 $566K - $573K
183K $3.64M
IWC
Russell Micro Cap ETF

ETFs
4.03K
+ 284.28%
$120.3 - $138.84 $485K - $560K
5.45K $710K
EMR
Emerson Electric CO

Industrials
2.13K
+ 11.72%
$108.13 - $134.33 $230K - $286K
20.3K $2.51M
VLY
Valley National Bancorp

Financial Services
58.3K
+ 24183.82%
$8.7 - $10.78 $507K - $628K
58.5K $530K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
20.7K
New
$25.26 - $26.59 $522K - $549K
20.7K $523K
ET
Energy Transfer LP

Energy
20.2K
+ 59.58%
$16.05 - $19.86 $324K - $401K
54.1K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.2K
+ 1.07%
$126.68 - $134.74 $912K - $970K
677K $86.4M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
10K
New
$49.39 - $52.31 $494K - $523K
10K $496K
TJX
Tjx Companies Inc

Consumer Cyclical
3.7K
+ 30.49%
$112.15 - $127.2 $415K - $470K
15.8K $1.91M
TBUX
T Rowe Price Exchange Traded F

ETFs
9.62K
New
$49.52 - $49.88 $476K - $480K
9.62K $476K
MELI
Mercadolibre Inc

Consumer Cyclical
348
+ 102.65%
$1666.0 - $2117.3 $580K - $737K
687 $1.17M
VV
Vanguard Large Cap ETF

ETFs
1.01K
+ 3.21%
$260.27 - $280.65 $262K - $283K
32.4K $8.74M
ALGN
Align Technology Inc

Healthcare
2.26K
+ 1479.08%
$205.03 - $245.32 $464K - $555K
2.42K $503K
VGT
Vanguard Information Technolog

ETFs
91
+ 0.78%
$571.78 - $647.97 $52K - $59K
11.7K $7.27M
LECO
Lincoln Electric Holdings Inc

Industrials
2.53K
+ 105.68%
$187.47 - $219.94 $475K - $557K
4.93K $923K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
13K
New
$34.66 - $42.95 $452K - $560K
13K $460K
XLF
Financial Sector Spdr

ETFs
4.31K
+ 5.2%
$44.89 - $51.34 $193K - $221K
87.1K $4.21M
CME
Cme Group Inc.

Financial Services
667
+ 2.57%
$221.17 - $246.02 $148K - $164K
26.6K $6.18M
ITW
Illinois Tool Works Inc

Industrials
1.89K
+ 68.94%
$253.56 - $278.5 $479K - $526K
4.63K $1.17M
MET
Metlife Inc

Financial Services
5.48K
+ 114.31%
$78.15 - $88.25 $428K - $484K
10.3K $841K
DFAR
Dimensional ETF Tr Dimensional

ETFs
23.5K
+ 53.54%
$22.72 - $25.76 $534K - $605K
67.4K $1.57M
PEG
Public Service Enterprise Group Inc

Utilities
5.51K
+ 103.26%
$81.87 - $94.51 $451K - $521K
10.8K $916K
CPB
Campbell Soup CO

Consumer Defensive
10.5K
+ 1498.0%
$41.42 - $48.71 $434K - $511K
11.2K $468K
LNG
Cheniere Energy, Inc.

Energy
1.13K
+ 20.76%
$181.07 - $225.92 $204K - $254K
6.54K $1.41M
BALT
Innovator Etfs Tr
13.5K
+ 111.45%
$30.76 - $31.55 $416K - $427K
25.7K $806K
TRV
Travelers Companies, Inc.

Financial Services
1.57K
+ 35.81%
$225.97 - $266.66 $355K - $419K
5.96K $1.44M
NXPI
Nxp Semiconductors N.V.

Technology
2.14K
+ 150.77%
$207.27 - $255.58 $444K - $548K
3.57K $741K
FNV
Franco Nevada Corp

Basic Materials
3.37K
+ 643.32%
$113.26 - $137.22 $382K - $463K
3.9K $458K
KKR
Kkr & Co. Inc.

Financial Services
2.27K
+ 84.62%
$129.87 - $162.87 $294K - $369K
4.94K $731K
FULT
Fulton Financial Corp

Financial Services
18.9K
+ 1255.12%
$16.97 - $21.99 $320K - $415K
20.4K $392K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
117K
+ 4.56%
$45.07 - $47.1 $5.29M - $5.53M
2.69M $122M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
6.81K
New
$51.31 - $55.61 $350K - $379K
6.81K $364K
SCHP
Schwab Strategic Us Tips ETF

ETFs
16K
+ 820.43%
$25.74 - $53.78 $412K - $862K
18K $464K
SRLN
Ssga Active Trust

ETFs
8.5K
+ 141.43%
$41.48 - $42.08 $353K - $358K
14.5K $605K
MSTR
Microstrategy Inc

Technology
903
+ 123.19%
$162.69 - $473.83 $147K - $428K
1.64K $473K
RLI
Rli Corp

Financial Services
2.07K
+ 378.24%
$151.91 - $180.89 $314K - $374K
2.62K $431K
YUM
Yum Brands Inc

Consumer Cyclical
2.83K
+ 38.65%
$130.36 - $139.54 $369K - $395K
10.2K $1.36M
AXON
Axon Enterprise, Inc.

Industrials
236
+ 23.46%
$399.22 - $689.78 $94.2K - $163K
1.24K $738K
SECT
Sector 10, Inc.

ETFs
6.05K
+ 1547.31%
$53.17 - $57.82 $322K - $350K
6.44K $353K
EIX
Edison International

Utilities
5.32K
+ 40.22%
$77.93 - $88.36 $415K - $470K
18.6K $1.48M
SRE
Sempra Energy

Utilities
3.35K
+ 41.17%
$80.81 - $94.77 $271K - $317K
11.5K $1.01M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.31K
+ 20.21%
$100.22 - $100.73 $331K - $333K
19.7K $1.97M
SOXX
Ishares Semiconductor ETF

ETFs
1.82K
+ 40.07%
$211.27 - $239.8 $384K - $436K
6.36K $1.37M
TSCO
Tractor Supply CO

Consumer Cyclical
7.1K
+ 3213.57%
$52.59 - $303.74 $373K - $2.16M
7.32K $388K
AROC
Archrock, Inc.

Energy
12.5K
+ 646.82%
$19.92 - $26.66 $250K - $334K
14.5K $360K
HNNA
Hennessy Advisors Inc

Financial Services
26.9K
New
$9.61 - $13.6 $259K - $366K
26.9K $321K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email