Cliftonlarsonallen Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,750 shares of VBR stock, worth $2.05 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,750
Previous 10,994
2.22%
Holding current value
$2.05 Million
Previous $2.21 Million
3.49%
% of portfolio
0.04%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.52 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$763 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$736 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$677 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$458 Million0.45% of portfolio