Independent Advisor Alliance
Holdings in PSIX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,084,131 | 53,975 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $5,350,534 | 54,475 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $3,527,970 | 54,545 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,085,523 | 42,940 | Shares | Sole | 2025-05-12 |