Independent Wealth Network Inc. Alger ETF Tr Mid Cap 40 ETF Transaction History
Independent Wealth Network Inc.
- $237 Million
- Q1 2025
A detailed history of Independent Wealth Network Inc. transactions in Alger ETF Tr Mid Cap 40 ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 34,307 shares of FRTY stock, worth $625,759. This represents 0.23% of its overall portfolio holdings.
Number of Shares
34,307
Previous 31,448
9.09%
Holding current value
$625,759
Previous $588,000
7.14%
% of portfolio
0.23%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FRTY
# of Institutions
29Shares Held
3.64MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.19MShares$21.6 Million0.04% of portfolio
-
Ubs Group Ag462KShares$8.43 Million0.0% of portfolio
-
Brookwood Investment Group LLC Phoenix, AZ447KShares$8.15 Million1.22% of portfolio
-
Fred Alger Management, LLC New York, NY285KShares$5.2 Million0.03% of portfolio
-
Prosperity Financial Group, Inc. San Ramon, CA268KShares$4.89 Million2.12% of portfolio