Cliftonlarsonallen Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,005,127 shares of VGIT stock, worth $60.6 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
1,005,127
Previous 937,696
7.19%
Holding current value
$60.6 Million
Previous $54.9 Million
6.6%
% of portfolio
1.26%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
717Shares Held
368MCall Options Held
25.2KPut Options Held
14.3K-
Jpmorgan Chase & CO New York, NY71.4MShares$4.31 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC49.3MShares$2.98 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.3 Billion11.73% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$914 Million3.28% of portfolio