Cliftonlarsonallen Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 2,348,887 shares of VGIT stock, worth $142 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
2,348,887
              Previous 2,096,896
              
        
           12.02%
        
      
          
        Holding current value
$142 Million
            Previous $125 Million
            
        
           12.43%
        
      
          
        % of portfolio
2.23%
            Previous 2.11%
          
        Shares
	  7 transactions
	
  Others Institutions Holding VGIT
# of Institutions
896Shares Held
422MCall Options Held
10.7KPut Options Held
9.4K- 
    
      Jpmorgan Chase & CO New York, NY77.5MShares$4.67 Billion0.36% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC46.1MShares$2.78 Billion0.21% of portfolio
- 
    
      Employees Retirement System Of Texas23.9MShares$1.44 Billion11.62% of portfolio
- 
    
      Morgan Stanley New York, NY19.1MShares$1.15 Billion0.08% of portfolio
- 
    
      Empower Advisory Group, LLC Greenwood Village, CO19.1MShares$1.15 Billion3.44% of portfolio