Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 48,532 shares of IBDW stock, worth $990,538. This represents 0.02% of its overall portfolio holdings.
Number of Shares
48,532
Previous 39,793
21.96%
Holding current value
$990,538
Previous $844,000
16.94%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
161Shares Held
42.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.4 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.1 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44 Million0.0% of portfolio