Cliftonlarsonallen Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,206 shares of VBR stock, worth $1.77 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,206
Previous 10,750
5.06%
Holding current value
$1.77 Million
Previous $2.13 Million
11.08%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,707Shares Held
95.8MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.19 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$692 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$668 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$614 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$416 Million0.45% of portfolio