Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
  City: MINNEAPOLIS
  State: MN
  Zip: 554024505
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $4,392,645,000
  Total Value Change : $372,010,000
  Securities Held Change : -5
   
All Securities Held : 179
  New Positions : 9
  Closed Positions : 13
  Increased Positions : 58
  Unchanged Positions : 15
  Decreased Positions : 97

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (T)1 Year Chart         T AT&T Corp 169 Closed $17.17 $0 0 0% -231,000 -13,781 0    Long Distance Carriers
   (NUV)1 Year Chart         NUV Nuveen Municipal Value Fund... 175 Closed $8.66 $0 0 0% -940,000 -109,267 0    Closed - End Fund - Debt
   (IGRO)1 Year Chart         IGRO Ishares International Divid... 181 Closed $0.00 $0 0 0% -713,000 -11,044 0    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories 174 Closed $104.74 $0 0 0% -1,282,000 -11,651 0    Drug Manufacturers - ...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 180 Closed $106.05 $0 0 0% -1,250,000 -11,631 0    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 173 Closed $119.87 $0 0 0% -5,814,000 -52,087 0    Closed - End Fund - Debt
   (PREF)1 Year Chart         PREF Principal Spectrum Preferre... 179 Closed $0.00 $0 0 0% -1,275,000 -72,797 0    N/A
   (XLU)1 Year Chart         XLU SPDR Utilities Select 172 Closed $71.27 $0 0 0% -690,000 -10,902 0    Closed - End Fund - E...
   (VTC)1 Year Chart         VTC Vanguard Total Corporate Bond 178 Closed $0.00 $0 0 0% -974,000 -12,568 0    N/A
   (TLO)1 Year Chart         TLO Talon Metals Corp 171 Closed $26.74 $0 0 0% -677,000 -23,313 0    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 177 Closed $48.66 $0 0 0% -19,636,000 -397,775 0    N/A
   (RVT)1 Year Chart         RVT Royce Value Trust Inc 170 Closed $14.85 $0 0 0% -338,000 -23,224 0    Closed - End Fund - E...
   (CPHC)1 Year Chart         CPHC Canterbury Park Holding Corp 176 Closed $22.83 $0 0 0% -14,942,000 -730,995 0    Gambling/Resorts

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results