CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
15,554
+5,265
| +51% | +$239K | 0.01% | 175 |
|
|
2025
Q1 | $468K | Sell |
10,289
-72,902
| -88% | -$3.32M | 0.01% | 174 |
|
|
2024
Q4 | $3.84M | Buy |
83,191
+4,139
| +5% | +$191K | 0.07% | 76 |
|
|
2024
Q3 | $3.71M | Sell |
79,052
-1,479
| -2% | -$69.4K | 0.09% | 78 |
|
|
2024
Q2 | $3.69M | Buy |
80,531
+1,769
| +2% | +$81.1K | 0.08% | 78 |
|
|
2024
Q1 | $3.66M | Sell |
78,762
-168,965
| -68% | -$7.86M | 0.08% | 74 |
|
|
2023
Q4 | $11.7M | Buy |
247,727
+219,206
| +769% | +$10.3M | 0.29% | 49 |
|
|
2023
Q3 | $1.26M | Buy |
+28,521
| New | +$1.26M | 0.04% | 113 |
|