Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,908,248 shares of SPSM stock, worth $88.2 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
1,908,248
Previous 1,813,624
5.22%
Holding current value
$88.2 Million
Previous $75.3 Million
15.3%
% of portfolio
2.01%
Previous 1.62%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
853Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.02 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$830 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$677 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$298 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$256 Million0.04% of portfolio