Independent Advisor Alliance’s WisdomTree US LargeCap Fund EPS Stock Holding History

Independent Advisor Alliance’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$308K	Buy
2020 Q1	–	Sell
2019 Q4	$581K	Buy