Independent Wealth Network Inc. Wisdomtree Floating Rate Treas Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Independent Wealth Network Inc. holds 10,213 shares of USFR stock, worth $513,509. This represents 0.23% of its overall portfolio holdings.

Number of Shares

10,213

Previous 10,179 0.33%

Holding current value

$513,509

Previous $512,000 -0.0%

% of portfolio

0.23%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$50.2 - $50.48 $1,706 - $1,716	34 Added 0.33%	10,213 $512,000
Q2 2024 Jul 18, 2024	SELL	$50.28 - $50.52 $10,257 - $10,306	-204 Reduced 1.96%	10,179 $512,000
Q1 2024 May 20, 2024	BUY	$50.23 - $50.46 $521,538 - $523,926	10,383 New	10,383 $522,000
Q4 2023 Jan 12, 2024	SELL	$50.21 - $50.49 $8,987 - $9,037	-179 Reduced 3.54%	4,871 $244,000
Q3 2023 Oct 11, 2023	SELL	$50.28 - $50.51 $3,217 - $3,232	-64 Reduced 1.25%	5,050 $254,000
Q1 2023 Apr 18, 2023	BUY	$50.21 - $50.41 $10,042 - $10,082	200 Added 4.07%	5,114 $257,000
Q4 2022 Jan 25, 2023	SELL	$50.2 - $50.39 $2,459 - $2,469	-49 Reduced 0.99%	4,914 $0
Q3 2022 Oct 17, 2022	BUY	$50.24 - $50.38 $19,895 - $19,950	396 Added 8.67%	4,963 $250,000
Q2 2022 Jul 26, 2022	BUY	$50.27 - $50.39 $229,583 - $230,131	4,567 New	4,567 $230,000

Others Institutions Holding USFR

# of Institutions

530

Shares Held

210M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Independent Wealth Network Inc. Wisdomtree Floating Rate Treas Transaction History