Cliftonlarsonallen Wealth Advisors, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,207,777 shares of CWI stock, worth $35.2 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
1,207,777
Previous 1,181,413
2.23%
Holding current value
$35.2 Million
Previous $33.6 Million
1.91%
% of portfolio
0.73%
Previous 0.76%
Shares
25 transactions
Others Institutions Holding CWI
# of Institutions
229Shares Held
44MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.48MShares$189 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.53MShares$103 Million0.07% of portfolio
-
Avantax Planning Partners, Inc.1.92MShares$56 Million1.75% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.77MShares$51.6 Million0.08% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA1.6MShares$46.6 Million1.81% of portfolio