Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 3,628,885 shares of SPIB stock, worth $120 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
3,628,885
Previous 3,324,564
9.15%
Holding current value
$120 Million
Previous $108 Million
13.01%
% of portfolio
2.83%
Previous 2.32%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
534Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio