Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 87,109 shares of IBMP stock, worth $2.21 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
87,109
Previous 55,932
55.74%
Holding current value
$2.21 Million
Previous $1.41 Million
54.8%
% of portfolio
0.05%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding IBMP
# of Institutions
128Shares Held
16.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.4 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO935KShares$23.7 Million0.06% of portfolio
-
Envestnet Asset Management Inc842KShares$21.4 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH791KShares$20.1 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA764KShares$19.4 Million0.0% of portfolio