Independent Advisor Alliance’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,699	Closed	-$110K	–	915
2025 Q1	$110K	Buy	+10,699	New	+$110K	﹤0.01%	785
2024 Q1	–	Sell	-11,900	Closed	-$99.1K	–	724
2023 Q4	$99.1K	Buy	+11,900	New	+$99.1K	﹤0.01%	657