Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
63
+ 0.79%
$136.41 - $151.43 $8.59K - $9.54K
8.06K $1.12M
AWK
American Water Works Company, Inc.

Utilities
360
+ 22.84%
$123.83 - $146.07 $44.6K - $52.6K
1.94K $241K
NRG
Nrg Energy, Inc.

Utilities
146
+ 5.9%
$85.3 - $101.61 $12.5K - $14.8K
2.62K $236K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
1
+ 0.01%
$54.04 - $67.28 $54 - $67.3
11.9K $680K
CLX
Clorox CO

Consumer Defensive
104
+ 0.7%
$156.51 - $169.74 $16.3K - $17.7K
15K $2.44M
ESPR
Esperion Therapeutics, Inc.

Healthcare
1K
+ 7.69%
$1.61 - $3.83 $1.61K - $3.83K
14K $30K
LNC
Lincoln National Corp

Financial Services
102
+ 0.49%
$30.46 - $36.84 $3.11K - $3.76K
21.1K $667K
WPC
W. P. Carey Inc.

Real Estate
1.38K
+ 15.42%
$53.44 - $61.33 $73.8K - $84.7K
10.3K $563K
NDSN
Nordson Corp

Industrials
596
+ 25.88%
$208.83 - $264.36 $124K - $158K
2.9K $606K
DTE
Dte Energy CO

Utilities
542
+ 6.46%
$117.04 - $129.77 $63.4K - $70.3K
8.93K $1.08M
YEAR
Ab Active Etfs Inc Ultra Short
19.9K
New
N/A
19.9K $0
Ab Active Etfs Inc
13.6K
New
N/A
13.6K $0
STRV
Ea Ser Tr Strive 500 ETF
13K
New
N/A
13K $0
Amplify ETF Tr
26.8K
New
N/A
26.8K $0
Amplify ETF Tr
24.6K
New
N/A
24.6K $0
Annaly Capital Management In
12.3K
+ 64.28%
N/A
31.4K $0
Arista Networks Inc
109K
New
N/A
109K $0
Arm Holdings PLC
18
+ 0.79%
N/A
2.31K $0
Atlassian Corporation
1.37K
+ 45.82%
N/A
4.36K $0
Blackrock ETF Trust Ii
63.2K
New
N/A
63.2K $0
Blackrock ETF Trust
152K
New
N/A
152K $0
Blackrock Inc
3.48K
New
N/A
3.48K $0
Brookfield Corp
275
+ 2.87%
N/A
9.86K $0
BFB
Brown Forman Corp Cl B
2.94K
+ 23.35%
N/A
15.5K $0
CGMU
Capital Group Core Plus Income
76.1K
New
N/A
76.1K $0
CGMS
Capital Grp Core Plus Income E
117K
New
N/A
117K $0
CGSD
Capital Grp Core Plus Income E
33.4K
New
N/A
33.4K $0
Capital Group Core Balanced
60.7K
New
N/A
60.7K $0
Capital Group Dividend Growe
16.3K
New
N/A
16.3K $0
Cava Group Inc
9.25K
+ 36.35%
N/A
34.7K $0
Celestica Inc
79
+ 0.27%
N/A
29.6K $0
Crane Company
104
+ 2.12%
N/A
5.02K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
79K
New
N/A
79K $0
FNY
First Trust Mid Cap Growth Alp
2.86K
New
N/A
2.86K $0
First Tr Exchange Traded Fd
67.4K
New
N/A
67.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
403K
New
N/A
403K $0
RNSC
First Tr Vi Small Cap Us Equit
39.7K
New
N/A
39.7K $0
First Tr Exchange Traded Fd
6.28K
New
N/A
6.28K $0
Flaherty & Crumrine Dynamic
18.3K
New
N/A
18.3K $0
ESG
Flexshares Stoxx Us Esg Select
2.59K
New
N/A
2.59K $0
FLQH
Franklin Templeton Libertyq In

ETFs
13.9K
New
N/A
13.9K $0
Franklin Templeton ETF Tr
18.5K
New
N/A
18.5K $0
Franklin Templeton ETF Tr
21K
New
N/A
21K $0
Franklin Templeton ETF Tr
9.66K
New
N/A
9.66K $0
Franklin Templeton ETF Tr
12.3K
New
N/A
12.3K $0
Ge Healthcare Technologies I
414
+ 5.54%
N/A
7.89K $0
Ge Vernova Inc
3.24K
+ 63.78%
N/A
8.31K $0
Gsk PLC
1.96K
+ 13.02%
N/A
17.1K $0
Global X Fds
29.5K
New
N/A
29.5K $0
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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