Cliftonlarsonallen Wealth Advisors, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$53.73 - $58.49 $698,973 - $760,896	13,009 New	13,009 $0

Others Institutions Holding CMDY

# of Institutions

57

Shares Held

3.25M

Call Options Held

14.1K

Put Options Held

0

Alaska Permanent Capital Management

757K
Shares

$37.2 Million
3.2% of portfolio
Disciplina Capital Management LLC Nashville, TN

540K
Shares

$26.5 Million
8.22% of portfolio
Envestnet Asset Management Inc

288K
Shares

$14.1 Million
0.01% of portfolio
Apcm Wealth Management For Individuals

234K
Shares

$11.5 Million
1.8% of portfolio
Principal Securities, Inc. Des Moines, IA

212K
Shares

$10.4 Million
0.26% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
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