Cliftonlarsonallen Wealth Advisors, LLC Ishares Trust Ishares Usd Gre Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 39,105 shares of BGRN stock, worth $1.86 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
39,105
Previous 39,533
1.08%
Holding current value
$1.86 Million
Previous $1.87 Million
0.11%
% of portfolio
0.03%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding BGRN
# of Institutions
128Shares Held
7.1MCall Options Held
1.2KPut Options Held
0-
Betterment LLC New York, NY1.32MShares$62.9 Million0.15% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO1.05MShares$50 Million0.16% of portfolio
-
Personal Capital Advisors Corp906KShares$43.1 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO653KShares$31.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc637KShares$30.3 Million0.01% of portfolio