Cliftonlarsonallen Wealth Advisors, LLC Vanguard Scottsdale Fds Total Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$70.34 - $77.88 $884,033 - $978,795	12,568 New	12,568 $973,000

Others Institutions Holding VTC

# of Institutions

100

Shares Held

7.87M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

1.81M
Shares

$139 Million
4.33% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

913K
Shares

$69.9 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$54.8 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

712K
Shares

$54.5 Million
1.45% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
Sector ETFs
Industry ETFs

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