Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Grayscale Bitcoin Mini Tr Et
7.55K
New
N/A
7.55K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
10.5K
New
N/A
10.5K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
485K
New
N/A
485K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.89K
New
N/A
3.89K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
23.2K
New
N/A
23.2K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
42.6K
New
N/A
42.6K $0
PIZ
Invesco Exchange Traded Fd Tr
14.3K
New
N/A
14.3K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
5.03K
New
N/A
5.03K $0
Invesco Exch Trd Slf Idx Fd
17.6K
New
N/A
17.6K $0
Invesco Exch Trd Slf Idx Fd
23.5K
New
N/A
23.5K $0
ILCG
Ishares Morningstar Growth ETF
8.03K
New
N/A
8.03K $0
Ishares Bitcoin Trust ETF
130K
+ 2052.64%
N/A
137K $0
J P Morgan Exchange Traded F
612K
New
N/A
612K $0
J P Morgan Exchange Traded F
18.3K
New
N/A
18.3K $0
Jacobs Solutions Inc
360
+ 4.1%
N/A
9.14K $0
Knife River Corp
1
+ 0.04%
N/A
2.6K $0
Labcorp Holdings Inc
521
+ 25.75%
N/A
2.54K $0
Lam Research Corp
35.9K
New
N/A
35.9K $0
Landbridge Company LLC
5.09K
New
N/A
5.09K $0
SQLV
Royce Quant Small Cap Quality
6.2K
New
N/A
6.2K $0
Morgan Stanley ETF Trust
23.7K
New
N/A
23.7K $0
Morgan Stanley ETF Trust
82.6K
New
N/A
82.6K $0
Natixis ETF Tr
38.2K
New
N/A
38.2K $0
Pgim ETF Tr
19.2K
New
N/A
19.2K $0
PBRA
Petroleo Bras Ads (Ea Reptg 2
3
+ 0.01%
N/A
20.7K $271K
PECO
Phillips Edison & Company, Inc.

Real Estate
64
+ 0.62%
$35.96 - $39.8 $2.3K - $2.55K
10.4K $388K
Pimco ETF Tr
19.2K
New
N/A
19.2K $0
Pimco ETF Tr
1.39M
New
N/A
1.39M $0
Pimco ETF Tr
50.7K
New
N/A
50.7K $0
Proshares Tr
6.27K
New
N/A
6.27K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.33M
New
N/A
1.33M $0
Rbb Fd Inc
9.34K
New
N/A
9.34K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
10.8K
New
N/A
10.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
58.7K
New
N/A
58.7K $0
Sezzle Inc
7.32K
New
N/A
7.32K $0
Simplify Exchange Traded Fun
93.3K
New
N/A
93.3K $0
Super Micro Computer Inc
192K
New
N/A
192K $0
T Rowe Price ETF Inc
49.1K
New
N/A
49.1K $0
Saba Capital Income & Opport
6.83K
+ 9.12%
N/A
81.7K $0
Linde PLC
1.23K
+ 7.0%
N/A
18.8K $0
Smurfit Westrock PLC
330
+ 5.42%
N/A
6.42K $0
EMN
Eastman Chemical CO

Basic Materials
462
+ 22.37%
$90.03 - $110.64 $41.6K - $51.1K
2.53K $230K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
250
+ 2.49%
$20.92 - $23.57 $5.23K - $5.89K
10.3K $220K
AMT
American Tower Corp

Real Estate
950
+ 26.15%
$179.4 - $232.01 $170K - $220K
4.58K $840K
RNR
Renaissancere Holdings LTD

Financial Services
62
+ 7.73%
$241.97 - $287.47 $15K - $17.8K
864 $214K
LANC
Lancaster Colony Corp

Consumer Defensive
6
+ 0.35%
$172.18 - $200.28 $1.03K - $1.2K
1.71K $295K
AVDV
American Centy ETF Tr Avantis

ETFs
656
+ 7.27%
$63.85 - $70.4 $41.9K - $46.2K
9.68K $629K
UL
Unilever PLC

Consumer Defensive
767
+ 12.31%
$56.7 - $64.64 $43.5K - $49.6K
7K $396K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.3K
+ 15.26%
$75.95 - $88.05 $98.4K - $114K
9.79K $746K
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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