Allworth Financial’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History

Allworth Financial’s Portfolio GRN Stock Details GRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,279	Closed	-$55K	–	3743
2024 Q1	$55K	Hold	2,279	–	–	﹤0.01%	1267
2023 Q4	$69.9K	Buy	+2,279	New	+$69.5K	﹤0.01%	1066

Other funds holding GRN

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's GRN Position: Q2 2024 in Review

Allworth Financial sold out of iPath Series B Carbon Exchange-Traded Notes (GRN) in Q2 2024, closing a stake of 2,279 shares — an estimated $55K sold.

Allworth Financial first reported a position in GRN in Q4 2023 and held it in 2 quarters. The position peaked at $69.9K in Q4 2023. 11 funds tracked by Wall St. Rank hold GRN as of Q2 2024.

Allworth Financial reported no remaining iPath Series B Carbon Exchange-Traded Notes position as of Q2 2024 after selling out during the quarter.
Allworth Financial sold 2,279 iPath Series B Carbon Exchange-Traded Notes shares in Q2 2024, an estimated $55K.
Allworth Financial first reported a position in iPath Series B Carbon Exchange-Traded Notes in Q4 2023 and held it in 2 quarters.
Allworth Financial's iPath Series B Carbon Exchange-Traded Notes position peaked at $69.9K in Q4 2023.
11 funds tracked by Wall St. Rank held iPath Series B Carbon Exchange-Traded Notes as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.