Allworth Financial LP Incresed Positions in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Digitalbridge Group Inc
13
+ 17.57%
N/A
87 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
32
+ 0.84%
N/A
3.85K $0
DFSI
Dimensional ETF Tr Dimen Intl
12
+ 0.17%
N/A
7.12K $0
DFSU
Dimensional ETF Tr Dimen Us Su
7
+ 0.24%
N/A
2.88K $0
Direxion Shs ETF Tr
5
+ 38.46%
N/A
18 $0
TNA
Direxion Daily Small Cap Bull

ETFs
10
+ 100.0%
$34.86 - $49.09 $349 - $491
20 $0
DCI
Donaldson CO Inc

Industrials
10
+ 23.81%
$69.34 - $74.86 $693 - $749
52 $3K
STRV
Ea Ser Tr Strive 500 ETF
16
+ 0.27%
N/A
5.93K $0
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
5
+ 1.69%
$23.75 - $26.54 $119 - $133
300 $7K
EDR
Endeavor Group Holdings, Inc.

Communication Services
4
+ 5.41%
$27.03 - $28.57 $108 - $114
78 $2K
Fidelity Covington Trust
2
+ 0.17%
N/A
1.18K $0
Fidelity Covington Trust
190
+ 5.41%
N/A
3.7K $0
Fidelity Covington Trust
232
+ 19.09%
N/A
1.45K $0
Fidelity Wise Origin Bitcoin
5.17K
+ 117.09%
N/A
9.58K $0
FMBH
First Mid Bancshares, Inc.

Financial Services
8
+ 12.12%
$31.82 - $40.6 $255 - $325
74 $2K
First Tr Exchng Traded Fd Vi
20
+ 1.5%
N/A
1.35K $0
FLNC
Fluence Energy, Inc.

Utilities
22
+ 200.0%
$13.84 - $22.92 $304 - $504
33 $0
Fortuna Mng Corp
2.5K
+ 250.0%
N/A
3.5K $0
Franklin Templeton ETF Tr
4
+ 0.72%
N/A
557 $0
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
7
+ 28.0%
$21.25 - $30.25 $149 - $212
32 $0
FRPH
Frp Holdings, Inc.

Real Estate
1
+ 6.67%
$27.48 - $30.48 $27.5 - $30.5
16 $0
Ftai Aviation LTD
14
+ 8.0%
N/A
189 $0
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
28
+ 3.13%
$3.64 - $4.22 $102 - $118
922 $3K
GMAB
Genmab A/S

Healthcare
30
+ 5.22%
$23.84 - $28.48 $715 - $854
605 $14K
GGB
Gerdau S.A.

Basic Materials
123
+ 29.5%
$3.02 - $3.5 $371 - $431
540 $1K
ROCK
Gibraltar Industries, Inc.

Industrials
3
+ 30.0%
$62.82 - $80.87 $188 - $243
13 $0
GIC
Global Industrial CO

Industrials
9
+ 180.0%
$30.23 - $35.87 $272 - $323
14 $0
DIV
Global X Superdividend Us ETF

ETFs
1
+ 0.39%
$17.18 - $17.18 $17.2 - $17.2
259 $4K
GSHD
Goosehead Insurance, Inc.

Financial Services
4
+ 80.0%
$55.77 - $90.46 $223 - $362
9 $0
Healthcare Rlty Tr
161
+ 7.34%
N/A
2.36K $0
HTGC
Hercules Capital, Inc.

Financial Services
58
+ 6.41%
$17.71 - $21.67 $1.03K - $1.26K
963 $18K
HESM
Hess Midstream LP

Energy
3
+ 2.11%
$34.91 - $38.61 $105 - $116
145 $5K
HMC
Honda Motor CO LTD

Consumer Cyclical
22
+ 1.22%
$29.02 - $33.61 $638 - $739
1.82K $57K
HRZN
Horizon Technology Finance Corp

Financial Services
6
+ 2.1%
$10.58 - $12.56 $63.5 - $75.4
292 $3K
Howard Hughes Holdings Inc
113
+ 2825.0%
N/A
117 $0
Innovator Etfs Trust
53.9K
+ 129.17%
N/A
95.7K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
118K
+ 114487.38%
N/A
118K $0
PSEP
Innovator U.S. Equity Power Bu
4.96K
+ 4959.0%
N/A
5.06K $0
Innovator Etfs Trust
2.04K
+ 1.74%
N/A
119K $0
Inovio Pharmaceuticals Inc
4
+ 1.42%
N/A
285 $0
INTA
Intapp, Inc.

Technology
11
+ 157.14%
$31.5 - $51.19 $347 - $563
18 $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
25
+ 29.07%
N/A
111 $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
8
+ 0.19%
N/A
4.17K $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2
+ 1.57%
$10.1 - $10.68 $20.2 - $21.4
129 $1K
Ishares Bitcoin Trust ETF
3.19K
+ 20.16%
N/A
19K $0
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1
+ 0.4%
$21.9 - $24.73 $21.9 - $24.7
252 $5K
JACK
Jack In The Box Inc

Consumer Cyclical
6
+ 66.67%
$41.98 - $60.07 $252 - $360
15 $0
Jacobs Solutions Inc
447
+ 11.49%
N/A
4.34K $0
JOBY
Joby Aviation, Inc.

Industrials
38
+ 2.35%
$4.77 - $7.46 $181 - $283
1.66K $8K
Activity Summary
Buys All Purchases 1453 New Holdings 220 Increased Positions 1233 Sells All Sells 1187 Reductions 1186 Sold out 1 Options Calls 1 Puts 1
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