Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $157,789 | 4,498 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $161,766 | 4,496 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $159,142 | 4,493 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $115,667 | 3,391 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $120,917 | 3,388 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $112,279 | 3,386 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $94,785 | 3,384 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $100,009 | 3,381 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $107,987 | 3,590 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $88,574 | 3,373 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $90,463 | 3,373 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $101,148 | 3,312 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $108,590 | 3,260 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $110,838 | 3,512 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $147,331 | 3,968 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $135,514 | 3,371 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $109,020 | 2,340 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $98,348 | 2,313 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $85,778 | 2,285 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $3,844 | 100 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $3,035 | 100 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $2,143 | 100 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $2,295 | 100 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $1,834 | 100 | Shares | Sole | 2020-04-17 |