Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Flir Sys Inc
Q3 2020 Filed on Nov 04, 2020
28,216
N/A
BNO
United States Brent Oil Fund, LP

ETFs
Q3 2020 Filed on Nov 04, 2020
40,000
$10.16 - $11.88 $406K - $475K
TDIV
First Trust Nasdaq Technology

ETFs
Q3 2020 Filed on Nov 04, 2020
10,629
$41.5 - $46.86 $441K - $498K
HIW
Highwoods Properties, Inc.

Real Estate
Q3 2020 Filed on Nov 04, 2020
10,176
$32.28 - $39.85 $328K - $406K
Direxion Shs ETF Tr
Q3 2020 Filed on Nov 04, 2020
6,568
N/A
FLT
Fleetcor Technologies Inc

Technology
Q3 2020 Filed on Nov 04, 2020
841
$230.57 - $265.79 $194K - $224K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2020 Filed on Nov 04, 2020
2,108
$71.87 - $131.03 $152K - $276K
New Age Beverages Corp
Q3 2020 Filed on Nov 04, 2020
86,250
N/A
Companhia Paranaense Energ C
Q3 2020 Filed on Nov 04, 2020
22,323
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2020 Filed on Nov 04, 2020
5,755
$438.66 - $548.61 $2.52M - $3.16M
Hollyfrontier Corp
Q3 2020 Filed on Nov 04, 2020
10,795
N/A
Polymet Mng Corp
Q3 2020 Filed on Nov 04, 2020
98,088
N/A
SNN
Smith & Nephew PLC

Healthcare
Q3 2020 Filed on Nov 04, 2020
5,437
$37.35 - $42.16 $203K - $229K
Tailored Brands Inc
Q3 2020 Filed on Nov 04, 2020
10,200
N/A
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q3 2020 Filed on Nov 04, 2020
21,602
$15.68 - $18.48 $339K - $399K
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q3 2020 Filed on Nov 04, 2020
17,750
$15.19 - $21.11 $270K - $375K
THM
International Tower Hill Mines LTD

Basic Materials
Q2 2020 Filed on Aug 06, 2020
15,000
$0.37 - $1.78 $5.55K - $26.7K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2020 Filed on Aug 06, 2020
22,020
$51.94 - $64.01 $1.14M - $1.41M
MTW
Manitowoc CO Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
31,925
$7.38 - $12.37 $236K - $395K
PAGP
Plains Gp Holdings LP

Energy
Q2 2020 Filed on Aug 06, 2020
10,844
$5.37 - $12.84 $58.2K - $139K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Aug 06, 2020
3,388
$85.62 - $110.58 $290K - $375K
GOOGL
Alphabet Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
2
$54.63 - $73.24 $109 - $146
DNL
Wiswisdomtree Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
5,890
$25.58 - $32.16 $151K - $189K
American Outdoor Brands Corp
Q2 2020 Filed on Aug 06, 2020
10,400
N/A
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2020 Filed on Aug 06, 2020
6,777
$33.58 - $40.67 $228K - $276K
CLOU
Global X Fds Cloud Computing E

ETFs
Q2 2020 Filed on Aug 06, 2020
11,283
$13.89 - $21.49 $157K - $242K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Aug 06, 2020
19,141
$44.63 - $51.65 $854K - $989K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q2 2020 Filed on Aug 06, 2020
8,198
$37.84 - $53.49 $310K - $439K
NI
Nisource Inc.

Utilities
Q2 2020 Filed on Aug 06, 2020
11,590
$22.33 - $26.85 $259K - $311K
STT
State Street Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
4,339
$50.4 - $71.03 $219K - $308K
Tiffany & CO New
Q2 2020 Filed on Aug 06, 2020
2,064
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2020 Filed on Aug 06, 2020
34,400
$4.78 - $8.26 $164K - $284K
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
13,500
$5.87 - $19.76 $79.2K - $267K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2020 Filed on Aug 06, 2020
5,000
$44.01 - $63.03 $220K - $315K
BHRPRB
Braemar Hotels & Resorts Inc
Q2 2020 Filed on Aug 06, 2020
29,550
N/A
CWEN
Clearway Energy, Inc.

Utilities
Q2 2020 Filed on Aug 06, 2020
19,470
$17.79 - $24.75 $346K - $482K
Benefytt Technologies Inc
Q2 2020 Filed on Aug 06, 2020
35,400
N/A
X
United States Steel Corp

Basic Materials
Q2 2020 Filed on Aug 06, 2020
50,391
$5.96 - $10.92 $300K - $550K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2020 Filed on Aug 06, 2020
3,885
$54.68 - $72.85 $212K - $283K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
7,762
$27.15 - $32.9 $211K - $255K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 06, 2020
29,125
N/A
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2020 Filed on Aug 06, 2020
10,500
$100.48 - $100.68 $1.06M - $1.06M
GNTX
Gentex Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
14,551
$20.65 - $27.83 $300K - $405K
Terraform Pwr Inc
Q2 2020 Filed on Aug 06, 2020
21,891
N/A
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
11,680
$11.62 - $17.42 $136K - $203K
Chesapeake Energy Corp
Q2 2020 Filed on Aug 06, 2020
12,955
N/A
TRP
Tc Energy Corp

Energy
Q2 2020 Filed on Aug 06, 2020
28,251
$40.81 - $48.6 $1.15M - $1.37M
Prospect Capital Corporation
Q2 2020 Filed on Aug 06, 2020
135,000
N/A
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
7,368
N/A
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