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 MUN HIGH INCOME OPPOR | COM | 251 | $647,378 | 65,524 | 0.00 | 0.00 | -31,972 | -32.79 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 252 | $646,597 | 19,170 | 0.00 | 0.00 | 1,790 | 10.30 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO SHORT | Liquidated | $0 | 0 | 0.00 | 20,564 | +Inf | 12-31-2023 | |
| VERIZON COMMUNICATIONS INC | COM | 254 | $602,498 | 15,981 | 0.00 | 0.00 | 4,108 | 34.60 | 12-31-2023 |
