Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Call Options Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBTJ
# of Institutions
109Shares Held
10.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc942KShares$20.8 Million1.54% of portfolio
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Wells Fargo & Company San Francisco, CA607KShares$13.4 Million0.0% of portfolio
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Hengehold Capital Management LLC590KShares$13 Million1.31% of portfolio
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Journey Advisory Group, LLC515KShares$11.4 Million1.32% of portfolio
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Commonwealth Equity Services, LLC474KShares$10.5 Million0.02% of portfolio