Cliftonlarsonallen Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 101,269 shares of QUAL stock, worth $17.5 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
101,269
Previous 102,677
1.37%
Holding current value
$17.5 Million
Previous $16.9 Million
2.48%
% of portfolio
0.37%
Previous 0.38%
Shares
18 transactions
Others Institutions Holding QUAL
# of Institutions
1,343Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$4.84 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.38 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.51 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.4 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.33 Billion0.12% of portfolio