Independent Advisor Alliance American Centy ETF Tr Diversif Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding TAXF
# of Institutions
96Shares Held
8.35MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.13MShares$107 Million0.03% of portfolio
-
Cwm, LLC1.12MShares$56.1 Million0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC667KShares$33.3 Million0.01% of portfolio
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Goldstein Advisors, LLC Madison, WI412KShares$20.6 Million2.71% of portfolio
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Morgan Stanley New York, NY379KShares$18.9 Million0.0% of portfolio