The Analysis of Allworth Financial LP's Holdings
Currently, Allworth Financial LP holds 4970 types of securities in its portfolio with a total value $24.3B. In the most recent quarter, they have increased their positions in JBND (+6.0M shares, valued at $324.5M), SPYG (+990.1K shares, valued at $105.6M), N/A (+156.8K shares, valued at $94.5M); decreased their positions in RWL (-1.0M shares, valued at $117.1M), AAPL (-67.8K shares, valued at $18.4M), T (-434.7K shares, valued at $10.8M); initiated new positions in JBND (+6.0M shares, valued at $324.5M), N/A (+156.8K shares, valued at $94.5M), N/A (+1.9M shares, valued at $40.2M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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INVESCO ADVANTAGE MUN INCOME INVESCO ADVANTAGE MUN INCOME156.8K sharesnew addition2025-12-312026-02-05
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO234.8K sharesnew addition2025-12-312026-02-05
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FIRST TR EXCH TRADED FD III FIRST TR EXCH TRADED FD III179.2K sharesnew addition2025-12-312026-02-05
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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II87.1K sharesnew addition2025-12-312026-02-05
Call Option Holdings
BITMINE IMMERSION TECNOLOGIE Call CallBITMINE IMMERSION TECNOLOGIE100 shares0.00%2025-12-312026-02-05
Put Option Holdings