IAA
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Independent Advisor Alliance’s Climb Global Solutions CLMB Stock Holding History

Independent Advisor Alliance’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Sell
11,080
-517
-4% -$55.3K 0.03% 376
2025
Q1 		$1.28M Buy
+11,597
New +$1.28M 0.04% 329