Independent Wealth Advisors LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 2136099
CARY, NC
Position in ALLW
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$455,079
New position
Shares Held
15,774
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in ALLW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,079 | 15,774 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||