Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025
Number of Shares
48,968
Previous 44,218 10.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
4,750 Added 10.74%
48,968 $0
Q1 2025

Apr 16, 2025
BUY
N/A
6,155 Added 16.17%
44,218 $0
Q4 2024

Jan 14, 2025
BUY
N/A
18,240 Added 92.01%
38,063 $0
Q3 2024

Oct 11, 2024
BUY
N/A
19,823 New
19,823 $0
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email