Corey Gamble

@Allworth Financial Lp

Latest period2024 - Q3

Reported2mo 27d ago

Managed Assets$16.424B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VRPInvesco Exch Traded Fd Tr Ii Recent Activity Exited	0%	$11,371 472 shares@ $24.1 avg price	Exited
FLXRTcw Etf Trust Recent Activity Exited	0%	$10,800 280 shares@ $38.58 avg price	Exited
OBILRbb Fd Inc Recent Activity Exited	0%	$10,209 205 shares@ $49.8 avg price	Exited
TUTelus Corporation Recent Activity Exited	0%	$9,260 585 shares@ $15.83 avg price	Exited
LAZLazard Inc Recent Activity Exited	0%	$8,960 200 shares@ $44.8 avg price	Exited
HYLSFirst Tr Exchange-traded Fd Recent Activity Exited	0%	$8,214 200 shares@ $41.07 avg price	Exited
PIZInvesco Exch Traded Fd Tr Ii Recent Activity Exited	0%	$8,067 225 shares@ $35.86 avg price	Exited
UTENRbb Fd Inc Recent Activity Exited	0%	$7,592 173 shares@ $43.89 avg price	Exited
G592⤦Mariadb Plc Recent Activity Exited	0%	$7,163 13,193 shares@ $0.55 avg price	Exited
SBCFSeacoast Bkg Corp Fla Recent Activity Exited	0%	$6,958 253 shares@ $27.51 avg price	Exited