Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS LLC | 01-16-2024 | 12-31-2023 | 185 | 4,020,637,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN AMT FREE QLTY MUN INC | COM | 151 | $1,502,655 | 136,605 | 0.00 | 0.00 | -25,785 | -15.88 | 12-31-2023 |
| BANK AMERICA CORP | COM | 152 | $1,496,834 | 44,456 | 0.00 | 0.00 | 915 | 2.10 | 12-31-2023 |
| ABBOTT LABS | COM | 153 | $1,282,426 | 11,651 | 0.00 | 11,651 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 154 | $1,281,542 | 15,767 | 0.00 | 15,767 | +Inf | 12-31-2023 |
