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IAA
LTC
Independent Advisor Alliance’s
LTC Properties
LTC
Stock Holding History
Independent Advisor Alliance’s Portfolio
LTC Stock Details
LTC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-53,774
Closed
-$1.85M
–
1635
2025
Q4
$1.85M
Sell
53,774
-2,051
-4%
-$72.3K
0.04%
325
2025
Q3
$2.06M
Sell
55,825
-1,158
-2%
-$41.3K
0.05%
287
2025
Q2
$1.97M
Buy
56,983
+100
+0.2%
+$3.52K
0.06%
282
2025
Q1
$2.02M
Buy
56,883
+1,124
+2%
+$39.1K
0.07%
252
2024
Q4
$1.93M
Sell
55,759
-131
-0.2%
-$4.84K
0.03%
523
2024
Q3
$2.05M
Buy
55,890
+1,381
+3%
+$50K
0.07%
219
2024
Q2
$1.88M
Buy
54,509
+2,469
+5%
+$82.3K
0.06%
230
2024
Q1
$1.69M
Buy
52,040
+913
+2%
+$29.1K
0.06%
241
2023
Q4
$1.64M
Buy
51,127
+2,389
+5%
+$77.3K
0.06%
235
2023
Q3
$1.57M
Sell
48,738
-2,250
-4%
-$74.3K
0.07%
226
2023
Q2
$1.68M
Buy
50,988
+665
+1%
+$22.2K
0.07%
224
2023
Q1
$1.77M
Buy
50,323
+1,418
+3%
+$51K
0.09%
208
2022
Q4
$1.74K
Buy
48,905
+69
+0.1%
+$2.63K
﹤0.01%
267
2022
Q3
$1.83M
Buy
+48,836
New
+$2.03M
0.11%
181
Other funds holding LTC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
ACM
Advisors Capital Management
Ridgewood, New Jersey
$8.58B AUM
23.43%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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