Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,277,845 shares of IBTE stock, worth $30.7 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
1,277,845
Previous 1,194,315
6.99%
Holding current value
$30.7 Million
Previous $28.6 Million
7.17%
% of portfolio
0.66%
Previous 0.65%
Shares
9 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$573 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.3 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio