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Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $355k 14k 25.15
2023-09-30 $397k 16k 25.29
2023-06-30 $576k 23k 25.25
2023-03-31 $76M 3.0M 24.97
2022-12-31 $543k 22k 24.88

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Pinnacle Wealth Planning Services
Wells Fargo & Company
Edmonds Duncan Registered Investment Advisors
Wealthfront Advisers
Capital Advantage
KFA Private Wealth Group
Virtue Capital Management
Concord Wealth Partners
Insight Wealth Strategies
Bank of America Corporation
Bensler
Systelligence
Advisor OS
Demars Financial Group
WealthPlan Investment Management

View all funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund