IAA
SPE

Independent Advisor Alliance’s Special Opportunities Fund SPE Stock Holding History

Independent Advisor Alliance’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-94,349
Closed -$1.38M – 1286
2024
Q4 		$1.38M Buy
+94,349
New +$1.38M 0.02% 626