Allworth Financial’s EverCommerce EVCM Stock Holding History

Allworth Financial’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21	Sell
2025 Q1	$2.48K	Buy
2024 Q1	–	Sell
2023 Q4	$144	Sell
2023 Q3	$291	Hold
2023 Q2	$344	Hold
2023 Q1	$307	Hold
2022 Q4	$216	Buy