Independent Wealth Network Inc. First Tr Large Cap Value Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

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 5,606 shares of FTA stock, worth $428,634. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,606

Previous 5,830 3.84%

Holding current value

$428,634

Previous $445,000 3.37%

% of portfolio

0.18%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$74.42 - $80.34 $16,670 - $17,996	-224 Reduced 3.84%	5,606 $430,000
Q4 2024 Jan 17, 2025	BUY	$75.21 - $83.49 $6,844 - $7,597	91 Added 1.59%	5,830 $445,000
Q3 2024 Oct 15, 2024	BUY	$72.76 - $79.13 $72 - $79	1 Added 0.02%	5,739 $454,000
Q2 2024 Jul 18, 2024	SELL	$72.36 - $76.0 $506 - $532	-7 Reduced 0.12%	5,738 $422,000
Q1 2024 Apr 11, 2024	SELL	$69.01 - $76.38 $7,315 - $8,096	-106 Reduced 1.81%	5,745 $438,000
Q4 2023 Jan 12, 2024	BUY	$61.6 - $71.44 $123 - $142	2 Added 0.03%	5,851 $414,000
Q3 2023 Oct 11, 2023	SELL	$64.61 - $70.36 $40,704 - $44,326	-630 Reduced 9.72%	5,849 $378,000
Q2 2023 Jul 12, 2023	SELL	$62.32 - $67.04 $8,226 - $8,849	-132 Reduced 2.0%	6,479 $432,000
Q1 2023 Apr 18, 2023	SELL	$63.26 - $73.3 $1,328 - $1,539	-21 Reduced 0.32%	6,611 $438,000
Q4 2022 Jan 25, 2023	SELL	$58.47 - $69.36 $14,383 - $17,062	-246 Reduced 3.58%	6,632 $0
Q3 2022 Oct 17, 2022	SELL	$57.68 - $69.23 $18,630 - $22,361	-323 Reduced 4.49%	6,878 $397,000
Q2 2022 Jul 26, 2022	SELL	$61.01 - $72.65 $56,861 - $67,709	-932 Reduced 11.46%	7,201 $447,000
Q1 2022 Apr 20, 2022	SELL	$67.33 - $72.28 $14,947 - $16,046	-222 Reduced 2.66%	8,133 $574,000
Q4 2021 Feb 10, 2022	BUY	$64.95 - $69.91 $18,640 - $20,064	287 Added 3.56%	8,355 $584,000
Q3 2021 Nov 04, 2021	BUY	$63.75 - $67.86 $514,335 - $547,494	8,068 New	8,068 $551,000

Others Institutions Holding FTA

# of Institutions

218

Shares Held

11.1M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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Independent Wealth Network Inc. First Tr Large Cap Value Transaction History