Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.39 Billion
Q1 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 9,954,072 shares of SPAB stock, worth $250 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares

9,954,072

Previous 7,003,413 42.13%

Holding current value

$250 Million

Previous $180 Million 40.14%

% of portfolio

5.73%

Previous 4.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$24.99 - $25.67 $73.7 Million - $75.7 Million	2,950,659 Added 42.13%	9,954,072 $252 Million
Q4 2023 Jan 16, 2024	BUY	$23.71 - $25.74 $4.47 Million - $4.85 Million	188,600 Added 2.77%	7,003,413 $180 Million
Q3 2023 Oct 13, 2023	BUY	$24.28 - $25.47 $11.9 Million - $12.5 Million	490,616 Added 7.76%	6,814,813 $166 Million
Q2 2023 Jul 14, 2023	BUY	$25.22 - $26.01 $63.1 Million - $65 Million	2,500,735 Added 65.4%	6,324,197 $160 Million
Q1 2023 Apr 12, 2023	BUY	$24.92 - $26.08 $95.3 Million - $99.7 Million	3,823,462 New	3,823,462 $98.6 Million

Others Institutions Holding SPAB

# of Institutions

462

Shares Held

237M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History