Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,223 shares of IBTM stock, worth $232,777. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,223
Previous 10,223
-0.0%
Holding current value
$232,777
Previous $226,000
3.1%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBTM
# of Institutions
77Shares Held
9.9MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.98MShares$45.1 Million3.26% of portfolio
-
Ubs Group Ag1.64MShares$37.2 Million0.01% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA937KShares$21.3 Million1.81% of portfolio
-
Confluence Investment Management LLC426KShares$9.71 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL423KShares$9.63 Million0.0% of portfolio