Back to Allworth Financial LP Allworth Financial LP

KATKAT
4 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in ADVISORS SER TR

Allworth Financial LP holds 210 shares of KAT (ADVISORS SER TR), worth $11,355 as of 2026-Q2.

Current Value

$11,355

Current Shares

210

Total Value Change

-$463

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
210
0.0%
$11,3550.0%$54.06
0
2026-Q1
Unchanged
210
0.0%
$11,2570.0%$57.18
0
2025-Q4
Unchanged
210
0.0%
$11,5510.0%$55.53
0
2025-Q3
New
210
-
$11,8180.0%$55.97
24

Other major holders of KAT: Focus Partners Wealth, MORGAN STANLEY

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