Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
239
+ 2.47%
$218.13 - $255.54 $52.1K - $61.1K
9.92K $2.44M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.56K
New
$62.71 - $68.47 $223K - $244K
3.56K $224K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.96K
New
$72.18 - $81.41 $214K - $241K
2.96K $223K
JCI
Johnson Controls International PLC

Industrials
2.73K
+ 47.57%
$74.23 - $86.6 $202K - $236K
8.45K $667K
ITW
Illinois Tool Works Inc

Industrials
1.48K
+ 8.19%
$253.56 - $278.5 $376K - $413K
19.6K $4.97M
MLI
Mueller Industries Inc

Industrials
2.79K
New
$71.2 - $95.34 $199K - $266K
2.79K $221K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4.68K
New
$47.11 - $50.8 $221K - $238K
4.68K $220K
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.82K
New
$45.72 - $48.2 $220K - $232K
4.82K $220K
WSO
Watsco Inc

Industrials
465
New
$466.57 - $568.78 $217K - $264K
465 $220K
SYLD
Cambria Shareholder Yld ETF

ETFs
3.2K
New
$68.06 - $76.27 $218K - $244K
3.2K $219K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.65K
New
$32.75 - $35.81 $218K - $238K
6.65K $219K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
4.55K
New
$46.53 - $49.91 $212K - $227K
4.55K $219K
LDOS
Leidos Holdings, Inc.

Technology
1.52K
New
$143.17 - $201.39 $217K - $305K
1.52K $218K
RVT
Royce Value Trust, Inc.

Financial Services
13.8K
New
$15.15 - $16.9 $209K - $233K
13.8K $218K
QPFF
American Centy ETF Tr Quality
6.06K
New
$35.78 - $38.29 $217K - $232K
6.06K $217K
SIVR
Abrdn Silver ETF Trust

ETFs
7.79K
New
$27.61 - $33.22 $215K - $259K
7.79K $215K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
9.59K
New
$22.28 - $22.66 $214K - $217K
9.59K $215K
ALLE
Allegion PLC

Industrials
1.64K
New
$130.63 - $153.36 $215K - $252K
1.64K $214K
GBIL
Goldman Sachs Access Treasury

ETFs
2.15K
New
$99.85 - $100.22 $214K - $215K
2.15K $214K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.75K
New
$116.09 - $131.23 $203K - $230K
1.75K $212K
MCO
Moodys Corp

Financial Services
455
+ 15.17%
$454.04 - $500.88 $207K - $228K
3.46K $1.64M
TKR
Timken CO

Industrials
2.97K
New
$70.76 - $87.24 $210K - $259K
2.97K $212K
ASTS
Ast Space Mobile, Inc.

Communication Services
10K
New
$21.1 - $28.49 $212K - $286K
10K $211K
FDS
Factset Research Systems Inc

Financial Services
439
New
$449.69 - $495.72 $197K - $218K
439 $210K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
12.6K
New
$15.9 - $17.05 $201K - $215K
12.6K $210K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
13.5K
New
$15.43 - $16.42 $208K - $222K
13.5K $209K
AEP
American Electric Power CO Inc

Utilities
5.6K
+ 18.76%
$90.91 - $102.21 $509K - $573K
35.5K $3.27M
SMR
Nuscale Power Corp

Industrials
11.6K
New
$11.69 - $30.21 $135K - $350K
11.6K $207K
CMA
Comerica Inc

Financial Services
3.34K
New
$57.88 - $72.73 $193K - $243K
3.34K $206K
EQIX
Equinix Inc

Real Estate
194
+ 45.75%
$865.69 - $985.0 $168K - $191K
618 $582K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
5.19K
New
$39.84 - $43.92 $207K - $228K
5.19K $206K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
4.11K
New
$49.93 - $50.24 $205K - $206K
4.11K $205K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
5.08K
New
$40.34 - $40.62 $205K - $206K
5.08K $205K
CNC
Centene Corp

Healthcare
3.37K
New
$56.71 - $73.94 $191K - $249K
3.37K $203K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.05K
New
$50.14 - $52.56 $203K - $213K
4.05K $203K
DFAX
Dimensional ETF Tr
8.16K
New
$24.76 - $27.04 $202K - $221K
8.16K $202K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.97K
New
$28.89 - $33.95 $201K - $236K
6.97K $202K
WELL
Welltower Inc.

Real Estate
1.76K
+ 15.97%
$123.11 - $139.3 $217K - $246K
12.8K $1.61M
AON
Aon PLC

Financial Services
513
+ 59.31%
$344.14 - $393.31 $177K - $202K
1.38K $494K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
16K
New
$12.12 - $13.1 $194K - $209K
16K $194K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
5.66K
New
N/A
5.66K $193K
PGF
Invesco Exchange Traded Fd Tr

ETFs
13.3K
New
$14.4 - $15.83 $191K - $210K
13.3K $193K
CRF
Cornerstone Total Return Fund Inc

Financial Services
21.7K
New
$8.02 - $9.66 $174K - $209K
21.7K $188K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
13.9K
New
$13.12 - $14.37 $182K - $199K
13.9K $188K
KEY
Keycorp

Financial Services
10.7K
New
$16.21 - $19.97 $173K - $213K
10.7K $182K
AMAT
Applied Materials Inc

Technology
5.69K
+ 30.11%
$161.44 - $213.89 $918K - $1.22M
24.6K $4M
OTIS
Otis Worldwide Corp

Industrials
2.18K
+ 109.51%
$92.57 - $106.01 $201K - $231K
4.16K $385K
MET
Metlife Inc

Financial Services
2.34K
+ 9.56%
$78.15 - $88.25 $183K - $206K
26.8K $2.19M
MMM
3 M CO

Industrials
2.75K
+ 11.74%
$124.74 - $137.12 $343K - $377K
26.2K $3.38M
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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