Institutions / Allium Financial Advisors, LLC / Activity
Activity — Allium Financial Advisors, LLC
10 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | 92204A702 Common stock | $348.2K | +462 | 462 0.28% of portfolio | low |
| Q4 2025 as of | New | 92189F106 Common stock | $283.0K | +3K | 3,300 0.22% of portfolio | low |
| Q4 2025 as of | New | 78463V107 Common stock | $258.8K | +653 | 653 0.21% of portfolio | low |
| Q4 2025 as of | New | The Goldman Sachs Group, Inc. Common stock | $243.5K | +277 | 277 0.19% of portfolio | low |
| Q4 2025 as of | New | GE Vernova Inc. Common stock | $234.6K | +359 | 359 0.19% of portfolio | low |
| Q4 2025 as of | New | 92189F676 Common stock | $227.2K | +631 | 631 0.18% of portfolio | low |
| Q4 2025 as of | New | Regeneron Pharmaceuticals, Inc. Common stock | $211.5K | +274 | 274 0.17% of portfolio | low |
| Q4 2025 as of | New | Cummins Inc Common stock | $202.6K | +397 | 397 0.16% of portfolio | low |
| Q4 2025 as of | New | RLTY Cohen & Steers Real Estate Opportunities & Income Fund Closed-End Fund | $200.6K | +14K | 13,646 0.16% of portfolio | low |
| Q4 2025 as of | New | ET Energy Transfer LP MLP | $194.2K | +12K | 11,777 0.15% of portfolio | low |