Cliftonlarsonallen Wealth Advisors, LLC First Tr Exchange Trd Fd Ii Fi Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 26, 2022	SELL	$24.26 - $26.01 $20,038 - $21,484	-826 Reduced 3.91%	20,318 $510,000
Q3 2021 Nov 02, 2021	BUY	$24.91 - $26.31 $526,697 - $556,298	21,144 New	21,144 $529,000
Q3 2021 Oct 14, 2021	SELL	$24.91 - $26.31 $527,917 - $557,587	-21,193 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$17.73 - $22.42 $1,524 - $1,928	86 Added 0.41%	21,193 $465,000
Q3 2020 Oct 13, 2020	SELL	$17.49 - $19.34 $8,762 - $9,689	-501 Reduced 2.32%	21,107 $376,000
Q2 2020 Jul 16, 2020	SELL	$14.95 - $20.47 $237,854 - $325,677	-15,910 Reduced 42.41%	21,608 $389,000
Q4 2019 Jan 29, 2020	BUY	$22.13 - $24.98 $8,918 - $10,066	403 Added 1.09%	37,518 $936,000
Q3 2019 Oct 07, 2019	BUY	$22.69 - $23.43 $20,398 - $21,063	899 Added 2.48%	37,115 $851,000
Q2 2019 Jul 17, 2019	SELL	N/A	-386 Reduced 1.05%	36,216 $833,000
Q1 2019 Apr 09, 2019	BUY	N/A	5,773 Added 18.73%	36,602 $853,000
Q4 2018 Jan 22, 2019	SELL	N/A	-6,140 Reduced 16.61%	30,829 $674,000
Q3 2018 Nov 05, 2018	SELL	N/A	-5,850 Reduced 13.66%	36,969 $928,000
Q2 2018 Jul 23, 2018	SELL	N/A	-1,226 Reduced 2.78%	42,819 $1.06 Million
Q3 2017 Nov 06, 2017	BUY	N/A	44,045	44,045 $1.14 Million

135

11.5M

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.