Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 101,257 shares of IBMO stock, worth $2.57 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
101,257
Previous 90,704
11.63%
Holding current value
$2.57 Million
Previous $2.3 Million
13.15%
% of portfolio
0.06%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding IBMO
# of Institutions
170Shares Held
17.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.2 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH798KShares$20.3 Million0.32% of portfolio