Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,504,965 shares of SHM stock, worth $72.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
1,504,965
Previous 1,394,713
7.9%
Holding current value
$72.2 Million
Previous $66.2 Million
7.34%
% of portfolio
1.52%
Previous 1.51%
Shares
25 transactions
Others Institutions Holding SHM
# of Institutions
460Shares Held
78.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$762 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$406 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.05MShares$291 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY5.78MShares$277 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.58MShares$268 Million0.02% of portfolio