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Pza etf shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $52M 2.2M 23.83

More positions owned by CliftonLarsonAllen Wealth Advisors

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

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Pza etf

Bank of America Corporation
UBS Group
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Trustmark National Bank - Trust Department
Ameriprise Financial
LPL Financial
Wright Fund Managment
EP Wealth Advisors
Bank of New York Mellon
CX Institutional
Monticello Wealth Management
Northwestern Mutual Wealth Management Company

View all funds holding Pza etf