Independent Advisor Alliance
Q3 2023 13F Holdings
Location
Charlotte, NC
Holdings as of
9/30/2023
Value ($000)
$2,210,953
Num holdings
650
Date filed
10/24/2023
Form type
13F-HR
Prev filing
7/28/2023
Next filing
2/8/2024
SEC
View on sec.gov
Compare Q3 2023 to
2023 Q4
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2023 Q1
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2022 Q1
2021 Q4
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2021 Q1
2020 Q4
2020 Q3
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2019 Q4
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2018 Q4
2018 Q3
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2017 Q4
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2016 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type