Independent Advisor Alliance Options Holdings

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,440
  • Current Value $2.95 Billion
  • Prior Value $7.25 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 62 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 412 stocks
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email