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Independent Advisor Alliance

CIK
1696899
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

816 positions · $3,425,124,503 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CAMT

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Shares Held

Position Value (USD)

4 quarters on record
Report Date Value (USD) Shares
2026-03-31 $635,093 4,189
2025-12-31 $544,405 5,119
2025-09-30 $544,053 5,179
2025-06-30 $412,821 4,882