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Independent Advisor Alliance’s Royce Value Trust RVT Stock Holding History

Independent Advisor Alliance’s Portfolio RVT Stock Details RVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,800
Closed -$218K – 1259
2024
Q4 		$218K Buy
+13,800
New +$218K ﹤0.01% 1263