Independent Advisor Alliance First Tr Large Cap Core Alphde Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding FEX
# of Institutions
233Shares Held
7.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.16MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC986KShares$115 Million0.04% of portfolio
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Janney Montgomery Scott LLC523KShares$60.9 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA507KShares$59 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL279KShares$32.5 Million0.01% of portfolio