Independent Wealth Network Inc. First Tr Small Cap Core Alphad Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Independent Wealth Network Inc. holds 4,599 shares of FYX stock, worth $492,644. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,599

Previous 4,637 0.82%

Holding current value

$492,644

Previous $419,000 9.07%

% of portfolio

0.21%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$89.32 - $100.62 $3,394 - $3,823	-38 Reduced 0.82%	4,599 $457,000
Q2 2024 Jul 18, 2024	BUY	$86.32 - $94.11 $517 - $564	6 Added 0.13%	4,637 $419,000
Q1 2024 Apr 11, 2024	BUY	$85.84 - $93.24 $1,287 - $1,398	15 Added 0.32%	4,631 $431,000
Q4 2023 Jan 12, 2024	SELL	$74.82 - $93.04 $4,264 - $5,303	-57 Reduced 1.22%	4,616 $422,000
Q3 2023 Oct 11, 2023	SELL	$79.2 - $88.72 $43,164 - $48,352	-545 Reduced 10.44%	4,673 $376,000
Q2 2023 Jul 12, 2023	SELL	$74.92 - $82.95 $7,566 - $8,377	-101 Reduced 1.9%	5,218 $429,000
Q1 2023 Apr 18, 2023	SELL	$76.79 - $90.02 $3,685 - $4,320	-48 Reduced 0.89%	5,319 $428,000
Q4 2022 Jan 25, 2023	BUY	$74.24 - $84.67 $2,524 - $2,878	34 Added 0.64%	5,367 $0
Q3 2022 Oct 17, 2022	SELL	$72.71 - $89.32 $19,268 - $23,669	-265 Reduced 4.73%	5,333 $388,000
Q2 2022 Jul 26, 2022	SELL	$74.54 - $92.21 $27,430 - $33,933	-368 Reduced 6.17%	5,598 $429,000
Q1 2022 Apr 20, 2022	BUY	$86.79 - $98.63 $15,622 - $17,753	180 Added 3.11%	5,966 $546,000
Q4 2021 Feb 10, 2022	BUY	$91.64 - $101.0 $17,869 - $19,695	195 Added 3.49%	5,786 $562,000
Q3 2021 Nov 04, 2021	BUY	$86.58 - $94.0 $484,068 - $525,554	5,591 New	5,591 $556,000

Others Institutions Holding FYX

# of Institutions

157

Shares Held

6.13M

Call Options Held

2.3K

Put Options Held

View Full List

About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
Sector ETFs
Industry ETFs

More about FYX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. First Tr Small Cap Core Alphad Transaction History