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
RYT
Invesco S&P 500 Equal Weight T

ETFs
485K
New
N/A
485K $0
RNSC
First Tr Vi Small Cap Us Equit
39.7K
New
N/A
39.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
403K
New
N/A
403K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.89K
New
N/A
3.89K $0
Rbb Fd Inc
9.34K
New
N/A
9.34K $0
Flaherty & Crumrine Dynamic
18.3K
New
N/A
18.3K $0
Super Micro Computer Inc
192K
New
N/A
192K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
10.8K
New
N/A
10.8K $0
Franklin Templeton ETF Tr
12.3K
New
N/A
12.3K $0
Franklin Templeton ETF Tr
9.66K
New
N/A
9.66K $0
Franklin Templeton ETF Tr
18.5K
New
N/A
18.5K $0
Simplify Exchange Traded Fun
93.3K
New
N/A
93.3K $0
FLQH
Franklin Templeton Libertyq In

ETFs
13.9K
New
N/A
13.9K $0
ESG
Flexshares Stoxx Us Esg Select
2.59K
New
N/A
2.59K $0
FNY
First Trust Mid Cap Growth Alp
2.86K
New
N/A
2.86K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
23.2K
New
N/A
23.2K $0
J P Morgan Exchange Traded F
612K
New
N/A
612K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
42.6K
New
N/A
42.6K $0
Sezzle Inc
7.32K
New
N/A
7.32K $0
Morgan Stanley ETF Trust
23.7K
New
N/A
23.7K $0
Morgan Stanley ETF Trust
82.6K
New
N/A
82.6K $0
Pgim ETF Tr
19.2K
New
N/A
19.2K $0
Capital Group Dividend Growe
16.3K
New
N/A
16.3K $0
Capital Group Core Balanced
60.7K
New
N/A
60.7K $0
CGSD
Capital Grp Core Plus Income E
33.4K
New
N/A
33.4K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
58.7K
New
N/A
58.7K $0
T Rowe Price ETF Inc
49.1K
New
N/A
49.1K $0
Pimco ETF Tr
19.2K
New
N/A
19.2K $0
Proshares Tr
6.27K
New
N/A
6.27K $0
J P Morgan Exchange Traded F
18.3K
New
N/A
18.3K $0
Lam Research Corp
35.9K
New
N/A
35.9K $0
Landbridge Company LLC
5.09K
New
N/A
5.09K $0
SQLV
Royce Quant Small Cap Quality
6.2K
New
N/A
6.2K $0
Pimco ETF Tr
50.7K
New
N/A
50.7K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
79K
New
N/A
79K $0
Pimco ETF Tr
1.39M
New
N/A
1.39M $0
CGMS
Capital Grp Core Plus Income E
117K
New
N/A
117K $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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