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Allworth Financial’s UL Solutions ULS Stock Holding History

Allworth Financial’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.9K Sell
26
-15
-37% -$1.09K ﹤0.01% 3721
2025
Q1 		$2.37K Buy
41
+30
+273% +$1.74K ﹤0.01% 3130
2024
Q4 		$590 Buy
+11
New +$590 ﹤0.01% 3550