Allworth Financial’s CVR Partners UAN Stock Holding History

Allworth Financial’s Portfolio UAN Stock Details UAN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.58K	Buy
2025 Q2	$1.33K	Buy
2023 Q3	–	Sell
2023 Q2	$404	Buy
2020 Q2	–	Sell
2020 Q1	$0	Hold
2019 Q4	$1K	Hold
2019 Q3	$1K	Buy
2019 Q2	$1K	Hold
2019 Q1	$1K	Buy