CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPAB Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 11.75 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $299.98 Mil. This investment constitutes 5.6% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 3.52% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2023Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 8 purchases of SPAB, at an average price of $25.37, for a total of 12.82 Mil shares. In addition, there have been 1 sales at an average price of $25.23 for 1.08 Mil shares. Based on historical transaction data and SPAB's current price of $25.31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his SPAB holdings is $-793,646.77, reflecting a -0.24% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPAB ($25.31) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPAB ($25.31) 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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