Cliftonlarsonallen Wealth Advisors, LLC Vaneck Short High Yield Muni E Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vaneck Short High Yield Muni E stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 38,513 shares of SHYD stock, worth $873,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,513

Previous 17,540 119.57%

Holding current value

$873,474

Previous $398,000 117.34%

% of portfolio

0.02%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.45 - $22.81 $470,843 - $478,394	20,973 Added 119.57%	38,513 $865,000
Q3 2024 Oct 11, 2024	BUY	$22.24 - $22.81 $84,867 - $87,042	3,816 Added 27.81%	17,540 $398,000
Q2 2024 Jul 11, 2024	SELL	$22.07 - $22.42 $39,439 - $40,064	-1,787 Reduced 11.52%	13,724 $307,000
Q1 2024 May 02, 2024	SELL	$21.94 - $22.41 $1.96 Million - $2.01 Million	-89,525 Reduced 85.23%	15,511 $347,000
Q4 2023 Jan 16, 2024	BUY	$21.31 - $22.2 $1.86 Million - $1.94 Million	87,168 Added 487.84%	105,036 $2.32 Million
Q2 2023 Jul 14, 2023	SELL	$21.88 - $22.59 $21,092 - $21,776	-964 Reduced 5.12%	17,868 $398,000
Q1 2023 Apr 12, 2023	SELL	$22.03 - $22.73 $3.17 Million - $3.27 Million	-143,882 Reduced 88.43%	18,832 $419,000
Q4 2022 Jan 19, 2023	BUY	$21.49 - $22.6 $2.42 Million - $2.55 Million	112,666 Added 225.12%	162,714 $0
Q3 2022 Oct 12, 2022	SELL	$21.73 - $23.18 $263,780 - $281,382	-12,139 Reduced 19.52%	50,048 $1.09 Million
Q2 2022 Jul 08, 2022	SELL	$21.99 - $23.31 $58,383 - $61,888	-2,655 Reduced 4.09%	62,187 $1.4 Million
Q1 2022 Apr 27, 2022	SELL	$22.96 - $25.13 $1.65 Million - $1.8 Million	-71,772 Reduced 52.54%	64,842 $1.51 Million
Q4 2021 Jan 26, 2022	BUY	$24.9 - $25.26 $468,618 - $475,393	18,820 Added 15.98%	136,614 $3.44 Million
Q3 2021 Nov 02, 2021	BUY	$25.1 - $25.6 $2.96 Million - $3.02 Million	117,794 New	117,794 $2.96 Million
Q3 2021 Oct 14, 2021	SELL	$25.1 - $25.6 $2.54 Million - $2.59 Million	-101,257 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$24.97 - $25.45 $286,281 - $291,784	11,465 Added 12.77%	101,257 $2.58 Million
Q1 2021 May 24, 2021	SELL	$24.75 - $25.34 $128,947 - $132,021	-5,210 Reduced 5.48%	89,792 $2.25 Million
Q4 2020 Jan 14, 2021	SELL	$24.05 - $24.99 $145,863 - $151,564	-6,065 Reduced 6.0%	95,002 $2.36 Million
Q3 2020 Oct 13, 2020	SELL	$23.77 - $24.48 $36,843 - $37,944	-1,550 Reduced 1.51%	101,067 $2.46 Million
Q2 2020 Jul 16, 2020	SELL	$21.35 - $23.86 $2.57 Million - $2.88 Million	-120,587 Reduced 54.03%	102,617 $2.44 Million
Q4 2019 Jan 29, 2020	BUY	$25.01 - $25.29 $4.72 Million - $4.77 Million	188,628 Added 545.55%	223,204 $5.63 Million
Q3 2019 Oct 07, 2019	BUY	$25.07 - $25.24 $866,820 - $872,698	34,576 New	34,576 $871,000

Others Institutions Holding SHYD

# of Institutions

124

Shares Held

9.01M

Call Options Held

Put Options Held

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About VANECK SHORT HIGH YIELD MUNI E

Ticker SHYD
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Cliftonlarsonallen Wealth Advisors, LLC Vaneck Short High Yield Muni E Transaction History