Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 14,204 shares of IBTK stock, worth $277,262. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,204
Previous 12,961
9.59%
Holding current value
$277,262
Previous $249,000
14.06%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBTK
# of Institutions
95Shares Held
11.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.91MShares$37.3 Million0.01% of portfolio
-
Atwood & Palmer Inc1.02MShares$19.9 Million1.41% of portfolio
-
Farmer Steven Patrick850KShares$16.6 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC628KShares$12.3 Million0.0% of portfolio
-
Waycross Investment Management CO Bellingham, WA542KShares$10.6 Million10.0% of portfolio