Cliftonlarsonallen Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$98.71 - $111.84 $121,906 - $138,122	-1,235 Reduced 2.32%	52,087 $5.81 Million
Q3 2023 Oct 13, 2023	SELL	$103.32 - $110.34 $49,696 - $53,073	-481 Reduced 0.89%	53,322 $5.51 Million
Q2 2023 Jul 14, 2023	SELL	$101.36 - $107.68 $120,212 - $127,708	-1,186 Reduced 2.16%	53,803 $5.71 Million
Q1 2023 Apr 12, 2023	SELL	$100.82 - $111.44 $3.68 Million - $4.07 Million	-36,543 Reduced 39.92%	54,989 $5.8 Million
Q4 2022 Jan 19, 2023	BUY	$96.14 - $113.15 $8.8 Million - $10.4 Million	91,532 New	91,532 $0
Q2 2022 Jul 08, 2022	BUY	$99.2 - $114.57 $984,262 - $1.14 Million	9,922 Added 66.94%	24,744 $2.52 Million
Q1 2022 Apr 27, 2022	BUY	$107.24 - $115.01 $1.59 Million - $1.7 Million	14,822 New	14,822 $1.66 Million

1,798

179M

1.89M

525K

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.