Allworth Financial LP New Holdings in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
111
New
$72.85 - $89.2 $8.09K - $9.9K
111 $9K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
317
New
$28.56 - $30.02 $9.05K - $9.52K
317 $9K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
440
New
$21.02 - $21.57 $9.25K - $9.49K
440 $9K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
552
New
$15.05 - $16.03 $8.31K - $8.85K
552 $8K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
173
New
$49.58 - $50.28 $8.58K - $8.7K
173 $8K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
220
New
$38.16 - $40.7 $8.4K - $8.95K
220 $8K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
550
New
$12.51 - $13.59 $6.88K - $7.47K
550 $7K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
116
New
$63.19 - $73.31 $7.33K - $8.5K
116 $7K
VUZI
Vuzix Corp

Technology
2K
New
$0.91 - $5.26 $1.82K - $10.5K
2K $7K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
350
New
$20.38 - $21.75 $7.13K - $7.61K
350 $7K
AUST
Austin Gold Corp.

Basic Materials
6K
New
N/A
6K $6K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
258
New
$25.35 - $25.53 $6.54K - $6.59K
258 $6K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
46
New
$119.61 - $136.3 $5.5K - $6.27K
46 $5K
FAB
First Tr Multi Cap Value Alpha

ETFs
70
New
$81.02 - $90.16 $5.67K - $6.31K
70 $5K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
134
New
$40.18 - $41.59 $5.38K - $5.57K
134 $5K
XHS
Spdr S&P Health Care Services

ETFs
66
New
$89.61 - $98.48 $5.91K - $6.5K
66 $5K
CHY
Calamos Convertible & High Income Fund

Financial Services
480
New
$11.79 - $12.56 $5.66K - $6.03K
480 $5K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
106
New
$47.92 - $55.17 $5.08K - $5.85K
106 $5K
EFC
Ellington Financial Inc.

Real Estate
415
New
$11.92 - $12.81 $4.95K - $5.32K
415 $5K
EOSE
Eos Energy Enterprises, Inc.

Industrials
1K
New
$2.15 - $5.17 $2.15K - $5.17K
1K $5K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
52
New
$79.95 - $89.42 $4.16K - $4.65K
52 $4K
PLTM
Granite Shares Platinum Trust

ETFs
500
New
$8.72 - $10.16 $4.36K - $5.08K
500 $4K
QBTS
D Wave Quantum Inc.

Technology
486
New
$0.89 - $9.91 $433 - $4.82K
486 $4K
TLS
Telos Corp

Technology
1.19K
New
$3.15 - $4.66 $3.76K - $5.56K
1.19K $4K
OSTK
Overstock.Com, Inc

Consumer Cyclical
190
New
N/A
190 $4K
NEOV
Neo Volta Inc.

Industrials
950
New
$2.61 - $5.8 $2.48K - $5.51K
950 $4K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
200
New
$20.95 - $25.25 $4.19K - $5.05K
200 $4K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
46
New
$98.47 - $109.35 $4.53K - $5.03K
46 $4K
OBE
Obsidian Energy Ltd.

Energy
714
New
$4.91 - $6.36 $3.51K - $4.54K
714 $4K
GII
Spdr S&P Global Infrasture ETF

ETFs
82
New
$57.64 - $63.28 $4.73K - $5.19K
82 $4K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
70
New
$70.31 - $77.39 $4.92K - $5.42K
70 $4K
FRI
First Tr S&P Reit Index Fd

ETFs
150
New
$26.74 - $30.19 $4.01K - $4.53K
150 $4K
CHCT
Community Healthcare Trust Inc

Real Estate
180
New
$16.06 - $19.35 $2.89K - $3.48K
180 $3K
PML
Pimco Municipal Income Fund Ii

Financial Services
490
New
$8.02 - $9.52 $3.93K - $4.66K
490 $3K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
87
New
$42.95 - $45.72 $3.74K - $3.98K
87 $3K
QRFT
Qraft Ai Enhanced U S Large Ca

ETFs
74
New
$52.72 - $55.6 $3.9K - $4.11K
74 $3K
CXM
Sprinklr, Inc.

Technology
422
New
$6.98 - $9.42 $2.95K - $3.98K
422 $3K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
22
New
$159.11 - $178.39 $3.5K - $3.92K
22 $3K
SDGR
Schrodinger, Inc.

Healthcare
173
New
$16.98 - $22.57 $2.94K - $3.9K
173 $3K
DWACW
Digital World Acquisition Corp.

Financial Services
135
New
N/A
135 $3K
EWY
Ishares Inc Msci South Korea E

ETFs
77
New
$50.89 - $63.57 $3.92K - $4.89K
77 $3K
PSEC
Prospect Capital Corp

Financial Services
787
New
$4.16 - $5.34 $3.27K - $4.2K
787 $3K
CMBS
Ishares Cmbs ETF

ETFs
74
New
$47.09 - $48.64 $3.48K - $3.6K
74 $3K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
180
New
$14.94 - $18.72 $2.69K - $3.37K
180 $2K
USAU
U.S. Gold Corp.

Basic Materials
370
New
$5.58 - $8.24 $2.06K - $3.05K
370 $2K
JUPW
Jupiter Wellness, Inc.

Healthcare
1K
New
N/A
1K $2K
TGLS
Tecnoglass Inc.

Basic Materials
30
New
$68.5 - $85.52 $2.06K - $2.57K
30 $2K
LEGN
Legend Biotech Corp

Healthcare
80
New
$32.49 - $50.28 $2.6K - $4.02K
80 $2K
GLBE
Global E Online Ltd.

Consumer Cyclical
37
New
$35.95 - $57.07 $1.33K - $2.11K
37 $2K
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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