Independent Wealth Network Inc. First Tr Large Cap Value Transaction History
Independent Wealth Network Inc.
- $218 Million
- Q3 2024
A detailed history of Independent Wealth Network Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,739 shares of FTA stock, worth $464,170. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,739
Previous 5,738
0.02%
Holding current value
$464,170
Previous $422,000
7.58%
% of portfolio
0.21%
Previous 0.2%
Shares
13 transactions
Others Institutions Holding FTA
# of Institutions
210Shares Held
11.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$170 Million0.01% of portfolio
-
Ubs Group Ag979KShares$79.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$65 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$44.1 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI374KShares$30.3 Million8.74% of portfolio