Cliftonlarsonallen Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,447,231 shares of VOO stock, worth $731 Million. This represents 15.53% of its overall portfolio holdings.
Number of Shares
1,447,231
Previous 1,371,080
5.55%
Holding current value
$731 Million
Previous $659 Million
9.82%
% of portfolio
15.53%
Previous 15.01%
Shares
19 transactions
Others Institutions Holding VOO
# of Institutions
2,996Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$13.9 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.7 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.1 Billion0.78% of portfolio