Allworth Financial’s Vertex VERX Stock Holding History

Allworth Financial’s Portfolio VERX Stock Details VERX 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	$2.75K	Buy
2025 Q2	$1.59K	Sell
2025 Q1	$3.04K	Buy
2024 Q4	$2.6K	Buy
2024 Q3	$1.39K	Sell
2024 Q2	$2.05K	Buy
2024 Q1	$159	Hold
2023 Q4	$135	Hold
2023 Q3	$116	Buy