Back to Allworth Financial LP Allworth Financial LP

IBDIBD
7 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in NORTHERN LTS FD TR IV

Allworth Financial LP holds 180,701 shares of IBD (NORTHERN LTS FD TR IV), worth $4.3M as of 2026-Q2. The position was increased (+22.6% shares). IBD represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$4.3M

Current Shares

180,701

Total Value Change

+$3.5M

Total Shares Change

+149,011

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
180,701
+22.6%
$4.3M0.0%$23.69
32
2026-Q1
Increased
147,360
+18.7%
$3.5M0.0%$23.53
31
2025-Q4
Increased
124,128
+5.9%
$3M0.0%$23.64
28
2025-Q3
Increased
117,243
+20.8%
$2.8M0.0%$23.32
31
2025-Q2
Increased
97,088
+86.1%
$2.3M0.0%$22.94
41
2025-Q1
Increased
52,165
+64.6%
$1.2M0.0%$22.45
37
2024-Q4
New
31,690
-
$745,3490.0%$21.95
34

Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

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