Allworth Financial LP Closed Holding Positions

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q4 2023 Filed on Jan 24, 2024
315
$58.42 - $73.05 $18.4K - $23K
Veoneer Inc
Q2 2022 Filed on Jul 13, 2022
12
N/A
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2022 Filed on Jul 13, 2022
1,447
$25.93 - $42.92 $37.5K - $62.1K
Evofem Biosciences Inc
Q2 2022 Filed on Jul 13, 2022
11
N/A
SVM
Silvercorp Metals Inc

Basic Materials
Q2 2022 Filed on Jul 13, 2022
2,054
$2.48 - $3.88 $5.09K - $7.97K
Discovery Inc
Q2 2022 Filed on Jul 13, 2022
310
N/A
Cerner Corp
Q2 2022 Filed on Jul 13, 2022
243
N/A
Preferred Apt Cmntys Inc
Q2 2022 Filed on Jul 13, 2022
4,641
N/A
RVIC
Retail Value Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
10
$1.02 - $3.2 $10.2 - $32
Blackrock Muniyield Calif Qu
Q2 2022 Filed on Jul 13, 2022
9,550
N/A
EQOS
Eqonex LTD

Financial Services
Q2 2022 Filed on Jul 13, 2022
300
$0.71 - $2.2 $213 - $660
Anaplan Inc
Q2 2022 Filed on Jul 13, 2022
333
N/A
LYLT
Loyalty Ventures Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
1
$3.57 - $16.56 $3.57 - $16.6
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Jul 13, 2022
509
$56.05 - $74.6 $28.5K - $38K
Osi ETF Tr
Q2 2022 Filed on Jul 13, 2022
35
N/A
Draftkings Inc
Q2 2022 Filed on Jul 13, 2022
671
N/A
TDWWSA
Tidewater Inc New
Q2 2022 Filed on Jul 13, 2022
10
N/A
Falcon Minerals Corp
Q2 2022 Filed on Jul 13, 2022
53
N/A
Us Ecology Inc
Q2 2022 Filed on Jul 13, 2022
58
N/A
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q2 2022 Filed on Jul 13, 2022
1,479
$6.03 - $7.19 $8.92K - $10.6K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2022 Filed on Jul 13, 2022
2,487
$66.21 - $77.92 $165K - $194K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2022 Filed on Jul 13, 2022
500
$32.29 - $37.71 $16.1K - $18.9K
Bottomline Tech Del Inc
Q2 2022 Filed on Jul 13, 2022
3
N/A
Aspen Technology Inc
Q2 2022 Filed on Jul 13, 2022
85
N/A
APPH
App Harvest, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
1,000
$2.53 - $5.2 $2.53K - $5.2K
ALZN
Alzamend Neuro, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
300
$0.82 - $1.2 $246 - $360
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q2 2022 Filed on Jul 13, 2022
85
$79.2 - $114.46 $6.73K - $9.73K
EEMX
Spdr Idx Shs Fds Msci Emerging
Q2 2022 Filed on Jul 13, 2022
48
N/A
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
196
$78.88 - $94.44 $15.5K - $18.5K
Peoples United Financial Inc
Q2 2022 Filed on Jul 13, 2022
957
N/A
PSL
Invesco Dwa Consumer Staples M
Q2 2022 Filed on Jul 13, 2022
28
N/A
CHIX
Global X

ETFs
Q2 2022 Filed on Jul 13, 2022
419
$12.17 - $14.34 $5.1K - $6.01K
BNDD
Kraneshares Tr Quadratic Defla

ETFs
Q2 2022 Filed on Jul 13, 2022
6,640
$22.3 - $26.08 $148K - $173K
IDEX
Ideanomics, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
30,000
$0.53 - $1.13 $15.9K - $33.9K
Zynga Inc
Q2 2022 Filed on Jul 13, 2022
2,399
N/A
Blackrock Muniyield Calif Fd
Q2 2022 Filed on Jul 13, 2022
3,000
N/A
CSWC
Capital Southwest Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
500
$17.99 - $24.07 $9K - $12K
DOOR
Masonite International Corp

Industrials
Q2 2022 Filed on Jul 13, 2022
9
$71.65 - $93.54 $645 - $842
MSBI
Midland States Bancorp, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
737
$23.88 - $28.92 $17.6K - $21.3K
R1 Rcm Inc
Q2 2022 Filed on Jul 13, 2022
490
N/A
SALM
Salem Media Group, Inc.

Communication Services
Q2 2022 Filed on Jul 13, 2022
100
$2.12 - $3.47 $212 - $347
ZOM
Zomedica Corp.

Healthcare
Q2 2022 Filed on Jul 13, 2022
34,273
$0.2 - $0.34 $6.85K - $11.7K
SSTI
Shotspotter, Inc

Technology
Q2 2022 Filed on Jul 13, 2022
9
$25.03 - $31.38 $225 - $282
Spx Flow Inc
Q2 2022 Filed on Jul 13, 2022
26
N/A
EAFD
Simplify Exc Tr Developed Mkts
Q2 2022 Filed on Jul 13, 2022
8,418
N/A
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
75
$4.09 - $7.97 $307 - $598
CENN
Cenntro Electric Group LTD

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
667
$1.41 - $2.15 $940 - $1.43K
SPRU
Spruce Pwr Hldg Corp Com
Q2 2022 Filed on Jul 13, 2022
622
N/A
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
Q2 2022 Filed on Jul 13, 2022
138
$12.17 - $17.88 $1.68K - $2.47K
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