Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in EOI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,945,058 | 94,604 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $2,053,233 | 97,773 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $2,058,486 | 98,398 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $1,653,468 | 88,138 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $1,956,596 | 94,203 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $2,602,589 | 128,650 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $5,149,280 | 265,017 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $6,700,289 | 367,542 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $6,408,319 | 386,509 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $6,265,298 | 395,287 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $6,656,567 | 403,673 | Shares | Sole | 2023-07-18 |