Independent Advisor Alliance Purchases in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
41
+ 1.17%
$106.13 - $120.89 $4.35K - $4.96K
3.54K $406K
IXP
Ishares Global Comm Services E

ETFs
169
+ 5.24%
$83.95 - $94.13 $14.2K - $15.9K
3.39K $319K
RPM
Rpm International Inc

Basic Materials
1
+ 0.04%
$103.91 - $125.03 $104 - $125
2.46K $297K
EOG
Eog Resources Inc

Energy
909
+ 3.36%
$117.9 - $132.65 $107K - $121K
28K $3.44M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
178
+ 0.62%
$21.35 - $22.73 $3.8K - $4.05K
29K $654K
SCHV
Schwab Strategic Tr Us Large C

ETFs
87
+ 2.13%
$73.43 - $80.37 $6.39K - $6.99K
4.17K $334K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
107
+ 4.09%
$77.23 - $87.97 $8.26K - $9.41K
2.72K $236K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
148
+ 0.55%
$27.8 - $29.26 $4.11K - $4.33K
26.9K $781K
GPN
Global Payments Inc

Industrials
7
+ 0.13%
$92.66 - $112.97 $649 - $791
5.25K $538K
HGER
Harbor ETF Tr All Weather Infl
1.24K
+ 9.39%
$21.29 - $22.98 $26.4K - $28.5K
14.4K $326K
KORP
American Centy ETF Tr Diversif

ETFs
52
+ 0.46%
$45.64 - $48.46 $2.37K - $2.52K
11.4K $549K
MDU
Mdu Resources Group Inc

Industrials
9
+ 0.09%
$24.1 - $27.68 $217 - $249
10.5K $287K
DGX
Quest Diagnostics Inc

Healthcare
178
+ 4.53%
$137.09 - $137.09 $24.4K - $24.4K
4.11K $563K
SOFI
So Fi Technologies, Inc.

Financial Services
226
+ 1.29%
$6.32 - $8.19 $1.43K - $1.85K
17.7K $139K
POWW
Ammo, Inc.

Industrials
16.6K
New
$1.37 - $1.91 $22.7K - $31.6K
16.6K $23K
FNV
Franco Nevada Corp

Basic Materials
17
+ 0.48%
$116.95 - $131.12 $1.99K - $2.23K
3.58K $444K
LCID
Lucid Group, Inc.

Consumer Cyclical
2.66K
+ 19.53%
$2.64 - $4.26 $7.02K - $11.3K
16.3K $57K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.5K
+ 45.98%
$8.26 - $12.16 $86.7K - $128K
33.3K $298K
IGM
Ishares Expanded Tech Sector E

ETFs
162
+ 5.15%
$84.03 - $98.62 $13.6K - $16K
3.31K $317K
FHN
First Horizon Corp

Financial Services
2.16K
+ 3.93%
$14.63 - $17.45 $31.6K - $37.6K
57.1K $886K
PFF
Ishares Trust Ishares Pfd And

ETFs
2
+ 0.02%
$31.18 - $33.5 $62.4 - $67
11.1K $370K
CHK
Chesapeake Energy Corp

Energy
201
+ 2.77%
$70.32 - $83.77 $14.1K - $16.8K
7.46K $614K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
374
+ 3.41%
$22.38 - $23.66 $8.37K - $8.85K
11.3K $265K
AB
Alliancebernstein Holding L.P.

Financial Services
203
+ 2.34%
$31.87 - $35.39 $6.47K - $7.18K
8.89K $310K
OMF
One Main Holdings, Inc.

Financial Services
669
+ 6.38%
$43.27 - $53.14 $28.9K - $35.6K
11.2K $525K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
19
+ 0.64%
$81.1 - $89.18 $1.54K - $1.69K
3.01K $264K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
315
+ 11.83%
$233.4 - $302.36 $73.5K - $95.2K
2.98K $807K
ADSK
Autodesk, Inc.

Technology
72
+ 1.73%
$245.83 - $245.83 $17.7K - $17.7K
4.23K $1.04M
AVY
Avery Dennison Corp

Industrials
34
+ 1.91%
$202.27 - $224.18 $6.88K - $7.62K
1.81K $400K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
204
+ 1.55%
$1.4 - $2.62 $286 - $534
13.4K $31K
MCK
Mckesson Corp

Healthcare
259
+ 19.79%
$479.06 - $630.38 $124K - $163K
1.57K $774K
MMLP
Martin Midstream Partners L.P.

Energy
2
+ 0.01%
$3.18 - $4.05 $6.36 - $8.1
16.1K $58K
ABC
Amerisourcebergen Corp

Healthcare
22
+ 2.23%
N/A
1.01K $186K
BEN
Franklin Resources Inc

Financial Services
7.13K
+ 11.08%
$19.13 - $23.97 $136K - $171K
71.5K $1.44M
AIG
American International Group, Inc.

Financial Services
161
+ 1.57%
$70.16 - $79.23 $11.3K - $12.8K
10.4K $761K
Kenvue Inc
4.96K
+ 10.77%
N/A
51K $0
Cava Group Inc
15.5K
+ 155.21%
N/A
25.5K $0
Jacobs Solutions Inc
6.66K
+ 314.35%
N/A
8.78K $0
The9 LTD
2.42K
+ 17.54%
N/A
16.2K $0
Grayscale Ethereum Tr Eth
15.3K
New
N/A
15.3K $0
Knife River Corp
2.6K
New
N/A
2.6K $0
Grayscale Ethereum Mini Tr E
15.3K
New
N/A
15.3K $0
Grayscale Bitcoin Mini Tr Bt
92.7K
New
N/A
92.7K $0
Saba Capital Income & Opport
13.9K
+ 22.71%
N/A
74.8K $0
Ge Vernova Inc
624
+ 14.02%
N/A
5.08K $0
Oaktree Specialty Lending CO
12.7K
+ 6.89%
N/A
197K $0
Ge Healthcare Technologies I
929
+ 14.2%
N/A
7.47K $0
Celestica Inc
8.36K
+ 39.52%
N/A
29.5K $0
FSCO
Fs Cr Opportunities Corp Com
8.29K
+ 35.9%
N/A
31.4K $0
Activity Summary
Buys All Purchases 337 New Holdings 68 Increased Positions 269 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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