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Corey Gamble

@Allworth Financial Lp

Latest period2024 - Q3ReportedManaged Assets$16.424BTotal holdings3745
Assets growth rate5.91%Assets growth rate (2-Q avg)7.75%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Allworth Financial Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3745 positions.

Assets under management

The assets under management (AUM) of Allworth Financial Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 16.424B in assets, with a quarterly growth rate of 5.91% and a 2-quarter average growth rate of 7.75%. The portfolio is managed by Corey Gamble, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSPAT Rowe Price Etf Inc
Recent Activity
New Position
0.62%
$101.731M
2.817M shares@ $36.12 avg price
EJANInnovator Etfs Trust
Recent Activity
New Position
0.01%
$1.265M
40,358 shares@ $31.34 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.01%
$234,834
8,769 shares@ $26.79 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$170,704
1,131 shares@ $150.94 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$139,901
4,338 shares@ $32.26 avg price
PRAYNeos Etf Trust
Recent Activity
New Position
0.01%
$129,077
4,330 shares@ $29.81 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$124,675
51,096 shares@ $2.45 avg price
BIRDAllbirds Inc
Recent Activity
New Position
0.01%
$110,543
9,368 shares@ $11.81 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.01%
$107,324
4,112 shares@ $26.11 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$82,384
1,667 shares@ $49.43 avg price