Independent Advisor Alliance’s Wheels Up UP Stock Holding History

Independent Advisor Alliance’s Portfolio UP Stock Details UP Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.98K	Buy
2023 Q2	–	Sell
2023 Q1	$23.5K	Sell
2022 Q4	$290	Sell
2022 Q3	$422K	Buy
2022 Q2	$669K	Buy
2022 Q1	–	Sell
2021 Q4	$1.58M	Buy
2021 Q3	$2.19M	Buy