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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ETRNEquitrans Midstream Corp
| 0% | $29,808 2,400 shares@ $12.42 avg price | Exited |
FERGFerguson Plc New
| 0% | $27,995 135 shares@ $207.38 avg price | Exited |
UYLDAngel Oak Funds Trust
| 0% | $25,568 500 shares@ $51.14 avg price | Exited |
CETCentral Secs Corp
| 0% | $22,220 500 shares@ $44.44 avg price | Exited |
BKSYBlacksky Technology Inc
| 0% | $18,546 16,708 shares@ $1.12 avg price | Exited |
BATRKLiberty Media Corp Del
| 0% | $16,391 742 shares@ $22.1 avg price | Exited |
MFDMacquarie First Tr Global
| 0% | $15,700 2,000 shares@ $7.85 avg price | Exited |
XAFTXApollo Sr Floating Rate Fd I
| 0% | $13,374 900 shares@ $14.86 avg price | Exited |
HYBLSsga Active Tr
| 0% | $13,082 462 shares@ $28.32 avg price | Exited |
PBEInvesco Exchange Traded Fd T
| 0% | $11,422 167 shares@ $68.4 avg price | Exited |