AF
SRDX

Allworth Financial’s Surmodics SRDX Stock Holding History

Allworth Financial’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$210 – 5275
2025
Q3 		$210 Buy
+7
New +$234 ﹤0.01% 4595
2022
Q3 		– Sell
-500
Closed -$19K – 3087
2022
Q2 		$19K Buy
+500
New +$19.4K ﹤0.01% 1267

Other funds holding SRDX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return