Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.76K
+ 165.5%
$114.02 - $125.22 $200K - $220K
2.82K $324K
SAP
Sap Se

Technology
680
+ 33.45%
$218.13 - $255.54 $148K - $174K
2.71K $667K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.94K
+ 33.16%
$67.29 - $73.38 $265K - $289K
15.8K $1.07M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
4.71K
New
$42.7 - $46.33 $201K - $218K
4.71K $201K
SCI
Service Corp International

Consumer Cyclical
2.49K
+ 187.26%
$73.36 - $88.6 $182K - $220K
3.81K $304K
RKLB
Rocket Lab Usa, Inc.

Industrials
1.95K
+ 20.52%
$9.23 - $28.44 $18K - $55.3K
11.4K $291K
VCR
Vanguard Consumer Discretionar

ETFs
446
+ 49.06%
$328.51 - $401.37 $147K - $179K
1.36K $508K
IHDG
Wisdomtree Tr

ETFs
4.58K
New
$43.38 - $46.0 $199K - $211K
4.58K $199K
CGDV
Capital Group Divid Value ETF

ETFs
10.1K
+ 7.53%
$35.16 - $37.12 $356K - $376K
145K $5.1M
PWZ
Invesco California Amt Free Mu

ETFs
11.3K
+ 5.22%
$24.49 - $25.25 $278K - $286K
229K $5.65M
SPGI
S&P Global Inc.

Financial Services
446
+ 29.63%
$480.36 - $529.17 $214K - $236K
1.95K $971K
APD
Air Products & Chemicals, Inc.

Basic Materials
743
+ 24.97%
$285.5 - $335.62 $212K - $249K
3.72K $1.08M
VDE
Vanguard Energy ETF

ETFs
1.65K
+ 34.09%
$116.67 - $136.78 $192K - $225K
6.47K $784K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.52K
New
$20.04 - $22.53 $191K - $214K
9.52K $192K
ZG
Zillow Group, Inc.

Communication Services
2.66K
+ 585.46%
$56.08 - $82.33 $149K - $219K
3.11K $220K
KD
Kyndryl Holdings, Inc.

Technology
3.49K
+ 57.09%
$22.43 - $35.79 $78.2K - $125K
9.59K $331K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
19.2K
+ 3.93%
$23.42 - $24.25 $450K - $466K
508K $12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29.9K
+ 11.04%
$58.88 - $64.8 $1.76M - $1.94M
301K $17.7M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.95K
+ 24.08%
$40.26 - $42.88 $199K - $212K
25.5K $1.03M
DVN
Devon Energy Corp

Energy
6.83K
+ 112.3%
$30.52 - $42.96 $208K - $293K
12.9K $422K
KRO
Kronos Worldwide Inc

Basic Materials
19K
New
$9.64 - $12.96 $183K - $246K
19K $185K
IVZ
Invesco Ltd.

Financial Services
10.5K
+ 438.63%
$16.78 - $18.63 $177K - $196K
12.9K $225K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
380
+ 113.43%
$260.53 - $404.79 $99K - $154K
715 $273K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.69K
New
$38.17 - $42.95 $179K - $201K
4.69K $183K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
8.53K
+ 899.37%
$21.25 - $22.07 $181K - $188K
9.47K $202K
AVY
Avery Dennison Corp

Industrials
1.1K
+ 127.56%
$186.26 - $220.48 $204K - $242K
1.96K $366K
JEF
Jefferies Financial Group Inc.

Financial Services
2K
+ 163.12%
$61.95 - $81.75 $124K - $163K
3.22K $252K
HPE
Hewlett Packard Enterprise CO

Technology
6.68K
+ 18.08%
$19.31 - $23.95 $129K - $160K
43.6K $931K
BALL
Ball Corp

Consumer Cyclical
3.43K
+ 338.4%
$54.84 - $67.94 $188K - $233K
4.44K $243K
COIN
Coinbase Global, Inc.

Technology
90
+ 4.14%
$163.17 - $343.62 $14.7K - $30.9K
2.27K $562K
GNTX
Gentex Corp

Consumer Cyclical
6.08K
+ 956.6%
$28.6 - $31.34 $174K - $191K
6.72K $193K
LRGF
Ishares Tr

ETFs
1.61K
+ 3.26%
$58.25 - $63.26 $93.8K - $102K
51.1K $3.08M
MEAR
Blackrock Short Maturity Munic

ETFs
3.52K
+ 93.85%
$49.94 - $50.28 $176K - $177K
7.28K $363K
SGOL
Abrdn Gold ETF Trust

ETFs
6.95K
+ 93.64%
$24.46 - $26.62 $170K - $185K
14.4K $359K
WELL
Welltower Inc.

Real Estate
1.42K
+ 38.66%
$123.11 - $139.3 $174K - $197K
5.08K $640K
MLM
Martin Marietta Materials Inc

Basic Materials
366
+ 45.81%
$516.5 - $619.58 $189K - $227K
1.17K $601K
RGTI
Rigetti Computing, Inc.

Technology
1.5K
+ 14.89%
$0.74 - $17.08 $1.11K - $25.7K
11.6K $178K
XLY
Select Sector Spdr Consumer Di

ETFs
312
+ 7.58%
$194.8 - $239.43 $60.8K - $74.7K
4.43K $993K
SOUN
Soundhound Ai, Inc.

Technology
3.91K
+ 65.15%
$4.51 - $24.23 $17.6K - $94.7K
9.91K $196K
LFST
Life Stance Health Group, Inc.

Healthcare
22.9K
New
$6.67 - $7.75 $153K - $177K
22.9K $168K
GM
General Motors CO

Consumer Cyclical
1.64K
+ 17.85%
$44.82 - $60.2 $73.5K - $98.7K
10.8K $576K
PCG
Pg&E Corp

Utilities
2.72K
+ 1.01%
$19.2 - $21.63 $52.1K - $58.7K
272K $5.48M
BUG
Global X Fds Cybersecurity ETF

ETFs
5.14K
New
$30.13 - $34.51 $155K - $177K
5.14K $164K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.07K
+ 319.57%
$83.96 - $106.19 $174K - $220K
2.72K $230K
VT
Vanguard Total World Stk Index

ETFs
1.41K
+ 63.88%
$117.09 - $123.07 $165K - $173K
3.61K $424K
DFS
Discover Financial Services

Financial Services
12
+ 0.25%
$136.3 - $182.67 $1.64K - $2.19K
4.82K $834K
GDV
Gabelli Dividend & Income Trust

Financial Services
6.64K
+ 183.04%
$23.77 - $25.59 $158K - $170K
10.3K $247K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
534
+ 32.29%
$229.83 - $258.46 $123K - $138K
2.19K $540K
FLEX
Flex Ltd.

Technology
3.27K
+ 55.01%
$32.52 - $41.3 $106K - $135K
9.22K $354K
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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