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
SILGlobal X Fds Recent Activity Exited	0%	$6,519 190 shares@ $34.32 avg price	Exited
FUNCedar Fair L P Recent Activity Exited	0%	$6,287 125 shares@ $50.3 avg price	Exited
SEBSeaboard Corp Del Recent Activity Exited	0%	$6,180 2 shares@ $3090.0 avg price	Exited
CPACopa Holdings Sa Recent Activity Exited	0%	$5,141 56 shares@ $91.81 avg price	Exited
BATRKLiberty Media Corp Del Recent Activity Exited	0%	$5,129 232 shares@ $22.11 avg price	Exited
CERECerevel Therapeutics Hldng I Recent Activity Exited	0%	$4,762 111 shares@ $42.91 avg price	Exited
MXLMaxlinear Inc Recent Activity Exited	0%	$3,662 153 shares@ $23.94 avg price	Exited
AUGTAim Etf Products Trust Recent Activity Exited	0%	$3,636 124 shares@ $29.33 avg price	Exited
HAHawaiian Holdings Inc Recent Activity Exited	0%	$3,628 261 shares@ $13.91 avg price	Exited
XDJAInnovator Etfs Trust Recent Activity Exited	0%	$3,575 131 shares@ $27.3 avg price	Exited