Cliftonlarsonallen Wealth Advisors, LLC Innovator Etfs Tr Buffer Step Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding BSTP
# of Institutions
38Shares Held
1.55MCall Options Held
0Put Options Held
0-
Sunbelt Securities, Inc. Houston, TX266KShares$9.33 Million0.85% of portfolio
-
Brookstone Capital Management251KShares$8.82 Million0.13% of portfolio
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D.B. Root & Company, LLC220KShares$7.72 Million2.38% of portfolio
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Rovin Capital109KShares$3.83 Million1.14% of portfolio
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Cambridge Advisors Inc.87.8KShares$3.08 Million0.66% of portfolio