Back to Allworth Financial LP Allworth Financial LP

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7 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in EA SERIES TRUST

Allworth Financial LP holds 223,574 shares of BSVO (EA SERIES TRUST), worth $6.5M as of 2026-Q2. The position was decreased (-11.5% shares). BSVO represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$6.5M

Current Shares

223,574

Total Value Change

-$3.7M

Total Shares Change

-241,091

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
223,574
-11.5%
$6.5M0.0%$29.19
0
2026-Q1
Decreased
252,621
-1.9%
$6.4M0.0%$25.81
0
2025-Q4
Decreased
257,507
-3.7%
$6M0.0%$23.51
0
2025-Q3
Decreased
267,445
-4.3%
$6.1M0.0%$22.33
0
2025-Q2
Decreased
279,412
-49.0%
$5.7M0.0%$20.17
0
2025-Q1
Increased
548,330
+18.0%
$10.1M0.1%$19.22
32
2024-Q4
New
464,665
-
$10.3M0.1%$21.22
38

Other major holders of BSVO: Focus Partners Wealth

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