Cliftonlarsonallen Wealth Advisors, LLC Purchases and Sells in Q4 2024

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

Top Buys

Incresed Positions

97 operations
Stock Shares change Price Range Shares Held Trade History
393K
+ 5.4%
$65.67 - $69.79 $25.8M - $27.4M
7.67M $514M
889K
+ 7.45%
$24.94 - $26.14 $22.2M - $23.2M
12.8M $320M
219K
+ 6.06%
$49.79 - $51.14 $10.9M - $11.2M
3.84M $192M
25.2K
+ 2.77%
$81.74 - $91.38 $2.06M - $2.3M
934K $82.1M
123K
+ 6.46%
$44.33 - $49.55 $5.46M - $6.11M
2.03M $91.3M
118K
+ 7.37%
$47.26 - $48.18 $5.57M - $5.67M
1.72M $81.3M
View all

New Holdings

18 operations
Stock Shares change Price Range Shares Held Trade History
1.57M
New
$521.84 - $558.82 $820M - $878M
1.57M $847M
31.4K
New
$100.37 - $115.27 $3.15M - $3.62M
31.4K $3.25M
75.4K
New
$22.71 - $23.47 $1.71M - $1.77M
75.4K $1.72M
14K
New
$114.45 - $127.21 $1.6M - $1.78M
14K $1.62M
61.2K
New
$25.3 - $26.31 $1.55M - $1.61M
61.2K $1.57M
10.6K
New
$111.93 - $119.39 $1.18M - $1.26M
10.6K $1.19M
View all

Top Sells

Reduced Positions

53 operations
Stock Shares change Price Range Shares Held Trade History
-45.9K
- 2.02%
$70.06 - $77.43 $3.22M - $3.56M
2.23M $157M
-25.5K
- 3.86%
$189.5 - $206.17 $4.84M - $5.26M
636K $121M
-46.5K
- 4.62%
$96.64 - $101.23 $4.49M - $4.71M
959K $93M
-52.2K
- 3.41%
$24.76 - $27.04 $1.29M - $1.41M
1.48M $36.8M
-92.9K
- 4.34%
$33.92 - $36.6 $3.15M - $3.4M
2.05M $70.8M
-5.29K
- 1.66%
$65.95 - $72.56 $349K - $384K
313K $20.7M
View all
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email