Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 39,221 shares of IBDX stock, worth $978,563. This represents 0.02% of its overall portfolio holdings.
Number of Shares
39,221
Previous 33,437
17.3%
Holding current value
$978,563
Previous $859,000
12.22%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBDX
# of Institutions
131Shares Held
31.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.56MShares$88.8 Million0.98% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$62.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$56.9 Million1.17% of portfolio
-
First Interstate Bank Billings, MT2.2MShares$54.8 Million3.38% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$51 Million0.0% of portfolio