Allworth Financial’s ACV Auctions ACVA Stock Holding History

Allworth Financial’s Portfolio ACVA Stock Details ACVA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.31K	Buy
2025 Q2	$747	Buy
2025 Q1	$653	Buy
2024 Q4	$472	Sell
2024 Q3	$773	Buy
2024 Q2	$645	Buy
2024 Q1	$639	Buy
2023 Q4	–	Sell
2023 Q3	$122	Buy