IAA
PBT

Independent Advisor Alliance’s Permian Basin Royalty Trust PBT Stock Holding History

Independent Advisor Alliance’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-70,403
Closed -$837K – 1368
2024
Q3 		$837K Buy
+70,403
New +$837K 0.03% 359