CLIFTONLARSONALLEN WEALTH ADVISORS, LLC NOBL Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 1.27 Mil shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $129.55 Mil. This investment constitutes 2.42% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 1.09% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.
The initial trade took place in 2018Q4. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 24 purchases of NOBL, at an average price of $78.92, for a total of 1.30 Mil shares. In addition, there have been 1 sales at an average price of $71.74 for 37,149.00 shares. Based on historical transaction data and NOBL's current price of $102.74, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his NOBL holdings is $29.94 Mil, reflecting a 29.07% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC NOBL ($102.74) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC NOBL ($102.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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