Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in XFLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,104 | 296 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $7,844 | 296 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $149,612 | 5,296 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $8,746 | 296 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $9,727 | 293 | Shares | Sole | 2025-01-30 |
| 2022-06-30 | $52,350 | 1,500 | Shares | Sole | 2022-07-13 |