Cliftonlarsonallen Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding DGRW
# of Institutions
685Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.61 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$1 Billion0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.2MShares$956 Million0.43% of portfolio
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Morgan Stanley New York, NY8.38MShares$715 Million0.05% of portfolio
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Hamilton Capital, LLC Columbus, OH6.64MShares$566 Million40.18% of portfolio