Cliftonlarsonallen Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
Shares
6 transactions
Others Institutions Holding FLTR
# of Institutions
232Shares Held
69MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$318 Million14.03% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$295 Million2.12% of portfolio
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Pinnacle Wealth Planning Services, Inc.3.86MShares$97.7 Million14.99% of portfolio
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Lpl Financial LLC Fort Mill, SC3.07MShares$77.9 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA3.04MShares$76.9 Million0.02% of portfolio