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
40Shares Held
1.38MCall Options Held
0Put Options Held
0-
Brookstone Capital Management240KShares$7.82 Million0.13% of portfolio
-
Sunbelt Securities, Inc. Houston, TX228KShares$7.4 Million0.74% of portfolio
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D.B. Root & Company, LLC177KShares$5.75 Million1.93% of portfolio
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Cambridge Advisors Inc.91KShares$2.96 Million0.7% of portfolio
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Commonwealth Equity Services, LLC77.3KShares$2.51 Million0.0% of portfolio