Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025
Number of Shares
44,218
Previous 38,063 16.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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