AF
NVEE

Allworth Financial’s NV5 Global NVEE Stock Holding History

Allworth Financial’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.73K Sell
75
-13
-15% -$300 ﹤0.01% 3762
2025
Q1 		$1.42K Buy
+88
New +$1.42K ﹤0.01% 3334
2023
Q3 		– Sell
-12
Closed -$333 – 3511
2023
Q2 		$333 Buy
+12
New +$333 ﹤0.01% 2985