Independent Wealth Network Inc. Purchases and Sells in Q1 2024

Independent Wealth Network Inc.

28 operations

Stock	Shares change	Price Range	Shares Held
SPLG	82.8K + 182.99%	$54.97 - $61.53 $4.55M - $5.1M	128K $7.88M
SPYG	62.4K + 110.32%	$63.12 - $73.73 $3.94M - $4.6M	119K $8.71M
MSFT	8.98K + 525.59%	$367.75 - $429.37 $3.3M - $3.85M	10.7K $4.5M
JEPI	63K + 639.3%	$54.75 - $57.86 $3.45M - $3.65M	72.9K $4.22M
AAPL	18.9K + 1097.22%	$169.0 - $195.18 $3.2M - $3.7M	20.7K $3.54M
SPYV	46.9K + 56.31%	$45.88 - $50.1 $2.15M - $2.35M	130K $6.52M

183 operations

Stock	Shares change	Price Range	Shares Held
CAT	26.7K New	$278.63 - $366.43 $7.43M - $9.77M	26.7K $9.77M
JPST	120K New	$50.23 - $50.49 $6.03M - $6.06M	120K $6.05M
COWZ	75.3K New	$50.77 - $58.11 $3.82M - $4.38M	75.3K $4.38M
CVX	27.6K New	$141.82 - $157.74 $3.92M - $4.36M	27.6K $4.36M
XLE	30.2K New	$79.91 - $94.41 $2.41M - $2.85M	30.2K $2.85M
DFUS	47.5K New	$50.79 - $56.98 $2.41M - $2.71M	47.5K $2.71M

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AKBA	10K New	$1.27 - $2.24 $12.7K - $22.4K	10K $18K

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

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