Stammdaten
Unternehmen & Branche
| Name | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
|---|---|
| Ticker | |
| CIK | 0000944361 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SO DAK | 459.087 | 0 | 459.087 | 11.982.446 | Neu | +100,0% | |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 446.726 | 0 | 446.726 | 11.659.817 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 393.611 | 0 | 393.611 | 9.938.365 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 209.260 | 0 | 209.260 | 5.309.843 | Neu | +100,0% | |
| M&T BANK CORP | 140.833 | 0 | 140.833 | 3.583.914 | Neu | +100,0% | |
| FULTON BANK, N.A. | 126.326 | 0 | 126.326 | 3.111.409 | Neu | +100,0% | |
| Trivium Point Advisory, LLC | 106.327 | 0 | 106.327 | 2.655.953 | Neu | +100,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 87.109 | 0 | 87.109 | 2.227.006 | Neu | +100,0% | |
| MML INVESTORS SERVICES, LLC | 86.971 | 0 | 86.971 | 2.142.085 | Neu | +100,0% | |
| FIDUCIARY TRUST CO | 79.929 | 0 | 79.929 | 2.045.652 | Neu | +100,0% | |
| KEYBANK NATIONAL ASSOCIATION/OH | 67.816 | 0 | 67.816 | 1.725.411 | Neu | +100,0% | |
| Belpointe Asset Management LLC | 62.520 | 0 | 62.520 | 1.555.029 | Neu | +100,0% | |
| MORGAN STANLEY | 59.777 | 0 | 59.777 | 1.547.799 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 61.394 | 0 | 61.394 | 1.512.134 | Neu | +100,0% | |
| Parkside Financial Bank & Trust | 58.536 | 0 | 58.536 | 1.511.412 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 57.915 | 0 | 57.915 | 1.463.000 | Neu | +100,0% | |
| Clearstead Advisors, LLC | 52.846 | 0 | 52.846 | 1.354.547 | Neu | +100,0% | |
| Plante Moran Financial Advisors, LLC | 53.275 | 0 | 53.275 | 1.312.163 | Neu | +100,0% | |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 49.504 | 0 | 49.504 | 1.292.084 | Neu | +100,0% | |
| UBS Group AG | 46.648 | 0 | 46.648 | 1.179.290 | Neu | +100,0% | |
| FIFTH THIRD BANCORP | 44.796 | 0 | 44.796 | 1.169.202 | Neu | +100,0% | |
| STIFEL FINANCIAL CORP | 44.252 | 0 | 44.252 | 1.089.926 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 39.716 | 0 | 39.716 | 1.014.356 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 40.959 | 0 | 40.959 | 1.008.820 | Neu | +100,0% | |
| INTEGRITY ALLIANCE, LLC. | 38.022 | 0 | 38.022 | 974.501 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 36.919 | 0 | 36.919 | 963.608 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 34.708 | 0 | 34.708 | 905.900 | Neu | +100,0% | |
| Focus Partners Wealth | 33.566 | 0 | 33.566 | 826.730 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 30.841 | 0 | 30.841 | 759.614 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 28.953 | 0 | 28.953 | 755.697 | Neu | +100,0% | |
| Northstar Financial Companies, Inc. | 29.663 | 0 | 29.663 | 748.484 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 28.557 | 0 | 28.557 | 728.716 | Neu | +100,0% | |
| HUB Investment Partners, LLC | 26.783 | 0 | 26.783 | 659.656 | Neu | +100,0% | |
| Essex Financial Services, Inc. | 25.542 | 0 | 25.542 | 649.916 | Neu | +100,0% | |
| Corient Private Wealth LLC | 25.464 | 0 | 25.464 | 648.296 | Neu | +100,0% | |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 24.423 | 0 | 24.423 | 637.455 | Neu | +100,0% | |
| POSTROCK PARTNERS LLC | 25.342 | 0 | 25.342 | 624.173 | Neu | +100,0% | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 22.566 | 0 | 22.566 | 570.834 | Neu | +100,0% | |
| Sigma Planning Corp | 20.811 | 0 | 20.811 | 512.571 | Neu | +100,0% | |
| CITIGROUP INC | 16.623 | 0 | 16.623 | 420.771 | Neu | +100,0% | |
| Cresset Asset Management, LLC | 15.993 | 0 | 15.993 | 417.440 | Neu | +100,0% | |
| NTV ASSET MANAGEMENT LLC | 15.815 | 0 | 15.815 | 412.781 | Neu | +100,0% | |
| Fortis Capital Advisors, LLC | 16.478 | 0 | 16.478 | 405.853 | Neu | +100,0% | |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 13.920 | 0 | 13.920 | 363.320 | Neu | +100,0% | |
| FIRST MANHATTAN CO. LLC. | 14.298 | 0 | 14.298 | 352.160 | Neu | +100,0% | |
| CERTUITY, LLC | 13.165 | 0 | 13.165 | 343.614 | Neu | +100,0% | |
| WHITTIER TRUST CO OF NEVADA INC | 13.810 | 0 | 13.810 | 341.107 | Neu | +100,0% | |
| Creative Planning | 12.621 | 0 | 12.621 | 329.416 | Neu | +100,0% | |
| Pathstone Holdings, LLC | 11.963 | 0 | 11.963 | 312.241 | Neu | +100,0% | |
| Newman Dignan & Sheerar, Inc. | 11.782 | 0 | 11.782 | 307.509 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SO DAK | 459.087 | 0 | +100,0% | 11.982.446 | 12,89 | 1 Q |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 446.726 | 0 | +100,0% | 11.659.817 | 12,55 | 1 Q |
| GOLDMAN SACHS GROUP INC | 393.611 | 0 | +100,0% | 9.938.365 | 10,69 | 1 Q |
| JANE STREET GROUP, LLC | 209.260 | 0 | +100,0% | 5.309.843 | 5,71 | 1 Q |
| M&T BANK CORP | 140.833 | 0 | +100,0% | 3.583.914 | 3,86 | 1 Q |
| FULTON BANK, N.A. | 126.326 | 0 | +100,0% | 3.111.409 | 3,35 | 1 Q |
| Trivium Point Advisory, LLC | 106.327 | 0 | +100,0% | 2.655.953 | 2,86 | 1 Q |
| PNC FINANCIAL SERVICES GROUP, INC. | 87.109 | 0 | +100,0% | 2.227.006 | 2,40 | 1 Q |
| MML INVESTORS SERVICES, LLC | 86.971 | 0 | +100,0% | 2.142.085 | 2,30 | 1 Q |
| FIDUCIARY TRUST CO | 79.929 | 0 | +100,0% | 2.045.652 | 2,20 | 1 Q |
| KEYBANK NATIONAL ASSOCIATION/OH | 67.816 | 0 | +100,0% | 1.725.411 | 1,86 | 1 Q |
| Belpointe Asset Management LLC | 62.520 | 0 | +100,0% | 1.555.029 | 1,67 | 1 Q |
| MORGAN STANLEY | 59.777 | 0 | +100,0% | 1.547.799 | 1,67 | 1 Q |
| ENVESTNET ASSET MANAGEMENT INC | 61.394 | 0 | +100,0% | 1.512.134 | 1,63 | 1 Q |
| Parkside Financial Bank & Trust | 58.536 | 0 | +100,0% | 1.511.412 | 1,63 | 1 Q |
| ROYAL BANK OF CANADA | 57.915 | 0 | +100,0% | 1.463.000 | 1,57 | 1 Q |
| Clearstead Advisors, LLC | 52.846 | 0 | +100,0% | 1.354.547 | 1,46 | 1 Q |
| Plante Moran Financial Advisors, LLC | 53.275 | 0 | +100,0% | 1.312.163 | 1,41 | 1 Q |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 49.504 | 0 | +100,0% | 1.292.084 | 1,39 | 1 Q |
| UBS Group AG | 46.648 | 0 | +100,0% | 1.179.290 | 1,27 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 78 | 3,8 | 93 |
| 31.03.2025 | ✓ | 1 | 0,2 | 4 |
| 31.12.2024 | ✓ | 2 | 0,2 | 4 |
| 30.09.2024 | vorl. | 1 | 0,1 | 2 |
| 30.06.2024 | vorl. | 1 | 0,0 | 1 |