Independent Advisor Alliance New Holdings in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
13.9K
New
$13.12 - $14.37 $182K - $199K
13.9K $188K
KEY
Keycorp

Financial Services
10.7K
New
$16.21 - $19.97 $173K - $213K
10.7K $182K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
14.5K
New
$11.81 - $12.43 $171K - $180K
14.5K $172K
PHK
Pimco High Income Fund

Financial Services
33.9K
New
$4.85 - $5.16 $164K - $175K
33.9K $164K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
18.8K
New
$8.2 - $9.12 $154K - $171K
18.8K $156K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
15.2K
New
$9.56 - $10.96 $146K - $167K
15.2K $146K
PSLV
Sprott Physical Silver Trust

Financial Services
14.9K
New
$9.65 - $11.76 $144K - $175K
14.9K $143K
ICLN
Ishares

ETFs
12.4K
New
$11.35 - $14.51 $141K - $180K
12.4K $141K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
13.4K
New
$10.39 - $11.25 $139K - $151K
13.4K $139K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
15K
New
$8.65 - $9.34 $130K - $140K
15K $130K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
21K
New
$5.98 - $6.61 $126K - $139K
21K $126K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
11.6K
New
$10.37 - $11.62 $120K - $134K
11.6K $120K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
10.1K
New
$11.64 - $13.26 $117K - $134K
10.1K $118K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
25.8K
New
$4.35 - $5.09 $112K - $131K
25.8K $117K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
10K
New
$11.48 - $12.95 $115K - $130K
10K $115K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
19.4K
New
$5.34 - $5.65 $103K - $109K
19.4K $104K
TRMR
Tremor International Ltd.

Communication Services
19K
New
N/A
19K $94K
OXLC
Oxford Lane Capital Corp.

Financial Services
13.9K
New
$5.05 - $5.45 $70K - $75.5K
13.9K $70K
USA
Liberty All Star Equity Fund

Financial Services
10.1K
New
$6.82 - $7.46 $68.7K - $75.1K
10.1K $70K
WOLF
Wolfspeed, Inc.

Technology
10K
New
$6.44 - $16.2 $64.6K - $162K
10K $66K
PSEC
Prospect Capital Corp

Financial Services
14.4K
New
$4.16 - $5.34 $60K - $77K
14.4K $62K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
12.5K
New
$3.8 - $4.57 $47.5K - $57.1K
12.5K $48K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
11.3K
New
$3.86 - $4.04 $43.5K - $45.5K
11.3K $44K
TMC
Tmc The Metals CO Inc.

Basic Materials
37.7K
New
$0.72 - $1.2 $27.1K - $45.2K
37.7K $42K
CMPX
Compass Therapeutics, Inc.

Healthcare
17.9K
New
$1.35 - $1.98 $24.2K - $35.5K
17.9K $26K
SLI
Standard Lithium Ltd.

Basic Materials
10.4K
New
$1.36 - $2.51 $14.2K - $26.2K
10.4K $15K
YEAR
Ab Active Etfs Inc Ultra Short
19.9K
New
N/A
19.9K $0
Blackrock ETF Trust Ii
63.2K
New
N/A
63.2K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
5.03K
New
N/A
5.03K $0
Blackrock Inc
3.48K
New
N/A
3.48K $0
Blackrock ETF Trust
152K
New
N/A
152K $0
Ab Active Etfs Inc
13.6K
New
N/A
13.6K $0
Arista Networks Inc
109K
New
N/A
109K $0
First Tr Exchange Traded Fd
67.4K
New
N/A
67.4K $0
Amplify ETF Tr
24.6K
New
N/A
24.6K $0
ILCG
Ishares Morningstar Growth ETF
8.03K
New
N/A
8.03K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
26.7K
New
N/A
26.7K $0
Amplify ETF Tr
26.8K
New
N/A
26.8K $0
STRV
Ea Ser Tr Strive 500 ETF
13K
New
N/A
13K $0
Invesco Exch Trd Slf Idx Fd
23.5K
New
N/A
23.5K $0
Invesco Exch Trd Slf Idx Fd
17.6K
New
N/A
17.6K $0
Natixis ETF Tr
38.2K
New
N/A
38.2K $0
PIZ
Invesco Exchange Traded Fd Tr
14.3K
New
N/A
14.3K $0
CGMU
Capital Group Core Plus Income
76.1K
New
N/A
76.1K $0
Global X Fds
29.5K
New
N/A
29.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.33M
New
N/A
1.33M $0
Grayscale Bitcoin Mini Tr Et
7.55K
New
N/A
7.55K $0
First Tr Exchange Traded Fd
6.28K
New
N/A
6.28K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
10.5K
New
N/A
10.5K $0
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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