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| Name: |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
554024505 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VGIT |
Vanguard Intermediate -Ter |
21 |
New |
$57.66 |
$54,902,000 |
937,696 |
1.25% |
54,902,000 |
937,696 |
0.104 |
Closed - End Fund - Debt |
|
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IWY |
iShares Trust |
23 |
New |
$195.92 |
$53,960,000 |
276,578 |
1.23% |
53,960,000 |
276,578 |
0.307 |
N/A |
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PZA |
Invesco National AMT-Free M... |
24 |
New |
$23.72 |
$52,438,000 |
2,200,512 |
1.19% |
52,438,000 |
2,200,512 |
2.768 |
Meat Products |
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VGSH |
Vanguard Scottsdale Funds |
30 |
New |
$57.74 |
$33,129,000 |
570,507 |
0.75% |
33,129,000 |
570,507 |
0.063 |
Closed - End Fund - Debt |
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WMT |
Wal-Mart Stores Inc |
128 |
New |
$60.24 |
$1,023,000 |
17,003 |
0.02% |
1,023,000 |
17,003 |
0.001 |
Discount, Variety Stores |
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CMF |
iShares S&P CA AMT-Free Mun... |
132 |
New |
$57.14 |
$938,000 |
16,306 |
0.02% |
938,000 |
16,306 |
0.018 |
N/A |
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AEM |
Agnico Eagle Mines Ltd (USA) |
144 |
New |
$68.40 |
$698,000 |
11,699 |
0.02% |
698,000 |
11,699 |
0.003 |
Gold |
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SCHH |
Schwab Us Reit |
168 |
New |
$19.53 |
$219,000 |
10,775 |
0% |
219,000 |
10,775 |
0.001 |
N/A |
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