Independent Advisor Alliance's ownership history for PTY

Independent Advisor Alliance currently holds 371.8K shares with a market value of $4.5M. It started holding PTY on 2024-09-30. At its peak, it held 371.8K shares on 2026-03-31. Its highest holding value was $4.5M on 2026-03-31. At its lowest, it held 10.6K shares on 2024-09-30, with a value of $147.6K on 2025-06-30. In the recent 180 days, Independent Advisor Alliance has increased its shares by 361.2K. In the recent year, Independent Advisor Alliance has increased its shares by 361.2K.