Allworth Financial’s Custom Truck One Source CTOS Stock Holding History

Allworth Financial’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$317	Buy
2025 Q1	$226	Hold
2024 Q4	$269	Hold
2024 Q3	$183	Hold
2024 Q2	$251	Hold
2024 Q1	$309	Buy
2023 Q4	$130	Buy