Independent Advisor Alliance
Position in CPTL — Global X Conscious Companies ETF
CIK 1696899
CHARLOTTE, NC
All Filings in CPTL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CPTL | $2,286,123 | 55,025 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 CPTL | $3,521,774 | 90,094 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||