Cliftonlarsonallen Wealth Advisors, LLC Closed Holding Positions

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2021 Filed on Jan 26, 2022
2,337
$128.19 - $130.42 $300K - $305K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2021 Filed on Jan 26, 2022
4,723
$80.48 - $90.28 $380K - $426K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
7,965
$254.66 - $279.11 $2.03M - $2.22M
OEF
Ishares S&P 100 ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
5,919
$196.91 - $220.94 $1.17M - $1.31M
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Jan 26, 2022
7,008
$50.3 - $57.15 $353K - $401K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Jan 26, 2022
5,930
$99.53 - $127.75 $590K - $758K
Ishares Tr
Q4 2021 Filed on Jan 26, 2022
333,575
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Jan 26, 2022
1,045
$188.5 - $221.29 $197K - $231K
IBM
International Business Machines Corp

Technology
Q4 2021 Filed on Jan 26, 2022
4,634
$115.81 - $138.25 $537K - $641K
MPC
Marathon Petroleum Corp

Energy
Q4 2021 Filed on Jan 26, 2022
9,845
$60.28 - $68.47 $593K - $674K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
2,799
$179.32 - $271.7 $502K - $760K
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Jan 26, 2022
7,401
$87.21 - $103.65 $645K - $767K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
7,725
$236.98 - $261.2 $1.83M - $2.02M
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2021 Filed on Jan 26, 2022
7,068
$39.06 - $43.63 $276K - $308K
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
4,939
$217.74 - $266.39 $1.08M - $1.32M
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
4,055
$68.07 - $83.35 $276K - $338K
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
4,651
$206.87 - $247.07 $962K - $1.15M
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Jan 26, 2022
1,432
$141.52 - $154.35 $203K - $221K
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 26, 2022
2,981
$170.04 - $183.66 $507K - $547K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
8,580
$42.64 - $48.7 $366K - $418K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Jan 26, 2022
2,592
$86.79 - $100.15 $225K - $260K
AVDV
American Centy ETF Tr Avantis

ETFs
Q4 2021 Filed on Jan 26, 2022
21,000
$61.47 - $67.38 $1.29M - $1.41M
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
5,003
$74.42 - $85.34 $372K - $427K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q3 2021 Filed on Oct 14, 2021
16,031
$69.28 - $72.07 $1.11M - $1.16M
TSLA
Tesla, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 14, 2021
1,054
$643.38 - $791.36 $678K - $834K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Oct 14, 2021
1,270
$125.92 - $164.64 $160K - $209K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 14, 2021
1,284
$145.08 - $221.87 $186K - $285K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
Q3 2021 Filed on Oct 14, 2021
9,000
$40.71 - $43.37 $366K - $390K
ENSG
Ensign Group, Inc

Healthcare
Q3 2021 Filed on Oct 14, 2021
2,533
$74.89 - $89.32 $190K - $226K
SLV
I Shares Silver Trust

ETFs
Q3 2021 Filed on Oct 14, 2021
40,000
$19.95 - $24.55 $798K - $982K
BIDU
Baidu, Inc.

Communication Services
Q3 2021 Filed on Oct 14, 2021
1,098
$137.33 - $201.46 $151K - $221K
Gold Tr
Q2 2021 Filed on Jul 21, 2021
25,819
N/A
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q2 2021 Filed on Jul 21, 2021
25,184
$8.56 - $8.98 $216K - $226K
Cohen & Steers Mlp Income &
Q2 2021 Filed on Jul 21, 2021
67,000
N/A
MPLN
Multi Plan Corp

Healthcare
Q1 2021 Filed on May 24, 2021
25,000
$5.51 - $8.7 $138K - $217K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2020 Filed on Jan 14, 2021
87,809
$26.3 - $31.8 $2.31M - $2.79M
Ishares Tr
Q4 2020 Filed on Jan 14, 2021
110,289
N/A
County Bancorp Inc
Q4 2020 Filed on Jan 14, 2021
29,948
N/A
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2020 Filed on Jan 14, 2021
171,928
$29.7 - $37.47 $5.11M - $6.44M
Ishares Tr
Q3 2020 Filed on Oct 13, 2020
127,970
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 16, 2020
40,026
N/A
AG
First Majestic Silver Corp

Basic Materials
Q2 2020 Filed on Jul 16, 2020
42,523
$6.05 - $10.73 $257K - $456K
IXC
Ishares Tr Global Energy ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
22,961
$16.39 - $23.82 $376K - $547K
Global X Fds
Q2 2020 Filed on Jul 16, 2020
348,713
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
15,125
$12.54 - $14.56 $190K - $220K
General Electric CO
Q2 2020 Filed on Jul 16, 2020
38,756
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 16, 2020
48,560
N/A
ASB
Associated Banc Corp

Financial Services
Q2 2020 Filed on Jul 16, 2020
11,138
$11.48 - $17.03 $128K - $190K
Ishares Tr
Q4 2019 Filed on Jan 29, 2020
42,602
N/A
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