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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 :
15 |
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Unchanged Positions |
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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 |
|
DON |
Wisdom Tree Trust MidCap Di... |
82 |
- |
$46.58 |
$2,798,000 |
57,367 |
0.06% |
177,000 |
0 |
0.074 |
Closed - End Fund - E... |
|
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SBAC |
SBA Communications Corp |
90 |
- |
$197.51 |
$2,505,000 |
11,559 |
0.06% |
-427,000 |
0 |
0.01 |
Wireless Communications |
|
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MUST |
Columbia Multi-sector Munic... |
96 |
- |
$0.00 |
$2,253,000 |
109,039 |
0.05% |
-23,000 |
0 |
0.81 |
N/A |
|
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EEM |
iShares MSCI Emrg Mkt Income |
97 |
- |
$42.50 |
$2,153,000 |
52,420 |
0.05% |
45,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
102 |
- |
$188.19 |
$1,923,000 |
10,021 |
0.04% |
120,000 |
0 |
0.008 |
Closed - End Fund - E... |
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VPL |
Vanguard Pacific Stock Vipers |
107 |
- |
$74.19 |
$1,827,000 |
24,033 |
0.04% |
96,000 |
0 |
0.027 |
Closed - End Fund - E... |
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NEA |
Nuveen Insured Tax Free Adv... |
115 |
- |
$10.83 |
$1,512,000 |
136,605 |
0.03% |
9,000 |
0 |
0.061 |
Closed - End Fund - Debt |
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RPG |
Invesco S&P 500 Pure Growth... |
119 |
- |
$35.38 |
$1,248,000 |
33,980 |
0.03% |
152,000 |
0 |
0.038 |
Closed - End Fund - E... |
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USCI |
United States Commodity Ind... |
121 |
- |
$61.28 |
$1,221,000 |
20,031 |
0.03% |
94,000 |
0 |
0.572 |
Closed - End Fund - Debt |
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NMZ |
Nuveen Municipal High Incom... |
145 |
- |
$10.65 |
$692,000 |
65,524 |
0.02% |
45,000 |
0 |
0.253 |
Closed - End Fund - Debt |
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WPM |
Wheaton Precious Metals Corp |
152 |
- |
$54.94 |
$560,000 |
11,888 |
0.01% |
-27,000 |
0 |
0 |
Silver |
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PCG |
PG&E Corp |
156 |
- |
$17.83 |
$522,000 |
31,117 |
0.01% |
-39,000 |
0 |
0 |
Multi Utilities |
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AGZD |
Wisdomtree Barclays Us Aggr... |
160 |
- |
$22.24 |
$402,000 |
18,188 |
0.01% |
3,000 |
0 |
0.039 |
N/A |
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MATW |
Matthews International Corp |
161 |
- |
$28.83 |
$397,000 |
12,771 |
0.01% |
-71,000 |
0 |
0.041 |
Metal Fabrication |
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AGI |
Alamos Gold Inc |
164 |
- |
$15.65 |
$303,000 |
20,552 |
0.01% |
26,000 |
0 |
0.012 |
Gold |
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