Cliftonlarsonallen Wealth Advisors, LLC Innovator Etfs Tr Buffer Step Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding BSTP
# of Institutions
34Shares Held
1.28MCall Options Held
0Put Options Held
0-
Brookstone Capital Management240KShares$8.22 Million0.13% of portfolio
-
Sunbelt Securities, Inc. Houston, TX198KShares$6.77 Million0.7% of portfolio
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D.B. Root & Company, LLC177KShares$6.05 Million1.93% of portfolio
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Cambridge Advisors Inc.91KShares$3.11 Million0.7% of portfolio
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Commonwealth Equity Services, LLC77.3KShares$2.64 Million0.0% of portfolio