Allworth Financial LP
Position in SHRY — First Trust Bloomberg Shareholder Yield ETF
CIK 1555170
FOLSOM, CA
All Filings in SHRY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SHRY | $242,663 | 5,584 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SHRY | $234,025 | 5,584 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 SHRY | $239,648 | 5,584 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 SHRY | $237,074 | 5,584 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 SHRY | $226,492 | 5,584 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 SHRY | $221,908 | 5,584 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 SHRY | $230,563 | 5,584 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 SHRY | $221,050 | 5,834 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 SHRY | $222,946 | 5,834 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||