Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
2.66K
+ 3.98%
$167.23 - $183.84 $445K - $489K
69.5K $12M
RWO
Spdr Dow Jones Global Real Est

ETFs
15.5K
New
$42.41 - $47.31 $656K - $732K
15.5K $663K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
14.7K
New
$44.87 - $46.86 $661K - $691K
14.7K $661K
MLPX
Global X Mlp & Energy Infrastr

ETFs
10.9K
New
$54.89 - $64.32 $601K - $704K
10.9K $661K
TPHD
Timothy Plan High Divid Stk Et

ETFs
18.2K
New
$35.89 - $39.51 $653K - $719K
18.2K $661K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
17.8K
New
$36.95 - $39.5 $659K - $704K
17.8K $659K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
60.9K
+ 292.37%
$18.41 - $40.87 $1.12M - $2.49M
81.8K $1.51M
CMCSA
Comcast Corp

Communication Services
25.2K
+ 36.28%
$37.39 - $45.14 $942K - $1.14M
94.6K $3.55M
CDNS
Cadence Design Systems Inc

Technology
1.99K
+ 119.69%
$249.1 - $324.54 $497K - $647K
3.66K $1.1M
VMO
Invesco Municipal Opportunity Trust

Financial Services
65.8K
New
$9.47 - $10.33 $624K - $680K
65.8K $639K
MGC
Vanguard Mega Cap ETF

ETFs
3K
New
$204.21 - $220.18 $613K - $661K
3K $637K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
41.7K
New
$14.8 - $16.46 $618K - $687K
41.7K $628K
MGV
Vanguard Mega Cap Value

ETFs
5.04K
New
$124.06 - $133.48 $625K - $672K
5.04K $628K
IQI
Invesco Quality Municipal Income Trust

Financial Services
63.6K
New
$9.59 - $10.5 $609K - $667K
63.6K $626K
EMR
Emerson Electric CO

Industrials
1.36K
+ 4.33%
$108.13 - $134.33 $147K - $183K
32.7K $4.06M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9.86K
New
$63.27 - $70.31 $624K - $693K
9.86K $625K
SSO
Proshares Ultra S&P 500

ETFs
6.73K
New
$87.92 - $99.73 $592K - $672K
6.73K $622K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.33K
New
$115.08 - $119.55 $614K - $638K
5.33K $616K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
29.9K
New
$20.38 - $21.75 $609K - $650K
29.9K $615K
RWK
Invesco Exchange Traded Fd Tr

ETFs
5.28K
New
$114.67 - $126.49 $605K - $668K
5.28K $613K
ABT
Abbott Laboratories

Healthcare
5.95K
+ 8.58%
$111.93 - $119.39 $666K - $710K
75.3K $8.51M
TTD
Trade Desk, Inc.

Technology
2.67K
+ 7.15%
$108.7 - $139.51 $290K - $372K
40K $4.7M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
31.4K
New
$19.11 - $21.17 $601K - $665K
31.4K $604K
TROW
Price T Rowe Group Inc

Financial Services
4.6K
+ 23.26%
$106.48 - $124.69 $490K - $574K
24.4K $2.76M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
53.4K
New
$11.1 - $12.03 $593K - $642K
53.4K $602K
IDV
Ishares Tr

ETFs
22K
New
$27.03 - $29.92 $593K - $657K
22K $601K
EEMV
Ishares Msci Emerging Markets

ETFs
10.3K
New
$57.85 - $63.11 $598K - $652K
10.3K $599K
UPS
United Parcel Service Inc

Industrials
7.82K
+ 20.35%
$122.65 - $138.35 $959K - $1.08M
46.3K $5.83M
MDIV
First Trust Multi Asset Divers

ETFs
36.8K
New
$15.95 - $16.94 $586K - $623K
36.8K $593K
KKR
Kkr & Co. Inc.

Financial Services
2.42K
+ 17.93%
$129.87 - $162.87 $315K - $394K
15.9K $2.36M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10.4K
New
$45.39 - $62.98 $472K - $655K
10.4K $590K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
18.1K
New
$32.68 - $36.28 $591K - $656K
18.1K $590K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
63.4K
New
$9.1 - $9.51 $577K - $603K
63.4K $590K
CZA
Invesco Exchange Traded Fd Tr

ETFs
5.68K
New
$103.81 - $113.57 $590K - $645K
5.68K $590K
OMFS
Invesco Exchange Traded Self I

ETFs
14.8K
New
$38.83 - $43.9 $575K - $650K
14.8K $586K
BUG
Global X Fds Cybersecurity ETF

ETFs
18.2K
New
$30.13 - $34.51 $549K - $629K
18.2K $584K
USB
Us Bancorp \De\

Financial Services
9.71K
+ 17.11%
$43.98 - $53.66 $427K - $521K
66.5K $3.18M
CMI
Cummins Inc

Industrials
1.42K
+ 41.13%
$324.93 - $383.42 $462K - $546K
4.88K $1.7M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
12K
New
$47.98 - $49.47 $574K - $592K
12K $577K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
10.7K
New
$52.0 - $55.66 $557K - $596K
10.7K $572K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
10.1K
New
$56.18 - $67.64 $566K - $681K
10.1K $571K
FSTA
Fidelity Covington Tr Msci Con

ETFs
11.7K
+ 149.93%
$49.28 - $52.29 $578K - $613K
19.5K $966K
ETN
Eaton Corp PLC

Industrials
1.65K
+ 4.88%
$326.96 - $377.52 $540K - $624K
35.5K $11.8M
ETR
Entergy Corp

Utilities
18K
+ 125.86%
$73.19 - $156.4 $1.31M - $2.81M
32.2K $2.44M
KCE
Spdr S&P Capital Markets ETF

ETFs
4.1K
New
$124.2 - $148.51 $509K - $609K
4.1K $564K
FICO
Fair Isaac Corp

Technology
283
New
$1911.01 - $2382.4 $541K - $674K
283 $563K
NUSC
Nuveen Esg Small Cap ETF

ETFs
13.4K
New
$41.74 - $46.2 $560K - $620K
13.4K $562K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
19.5K
New
$27.48 - $32.37 $537K - $633K
19.5K $561K
EOG
Eog Resources Inc

Energy
4.64K
+ 16.61%
$118.22 - $136.54 $549K - $634K
32.6K $4M
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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