Allworth Financial’s Perella Weinberg Partners PWP Stock Holding History

Allworth Financial’s Portfolio PWP Stock Details PWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$39	Sell
2025 Q1	$707	Buy
2024 Q4	$498	Buy
2024 Q1	–	Sell
2023 Q4	$44K	Buy