Independent Advisor Alliance First Tr Large Cap Value Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
223Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$170 Million0.01% of portfolio
-
Ubs Group Ag955KShares$75.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$68.7 Million0.03% of portfolio
-
Envestnet Asset Management Inc415KShares$33 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$24 Million0.0% of portfolio