Independent Wealth Network Inc. New Holdings in Q3 2024

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
23.6K
New
$110.05 - $110.63 $2.59M - $2.61M
23.6K $2.61M
JPIE
J P Morgan Exchange Traded Fd
12.3K
New
$45.17 - $46.39 $557K - $572K
12.3K $571K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.64K
New
$46.9 - $51.96 $452K - $501K
9.64K $496K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.74K
New
$89.91 - $101.33 $427K - $481K
4.74K $465K
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.64K
New
$45.87 - $48.53 $442K - $468K
9.64K $464K
NFLX
Netflix Inc

Communication Services
410
New
$598.55 - $722.26 $245K - $296K
410 $290K
IBM
International Business Machines Corp

Technology
1.09K
New
$175.1 - $223.38 $191K - $244K
1.09K $241K
MMM
3 M CO

Industrials
1.73K
New
$99.69 - $139.42 $173K - $241K
1.73K $236K
CTAS
Cintas Corp

Industrials
1.07K
New
$201.38 - $819.83 $215K - $877K
1.07K $220K
ADP
Automatic Data Processing Inc

Industrials
797
New
$233.44 - $279.45 $186K - $223K
797 $220K
MCD
Mcdonalds Corp

Consumer Cyclical
700
New
$245.82 - $304.51 $172K - $213K
700 $213K
UNH
Unitedhealth Group Inc

Healthcare
363
New
$488.01 - $604.18 $177K - $219K
363 $212K
PSR
Invesco Actively

ETFs
2.13K
New
$84.82 - $99.93 $180K - $212K
2.13K $209K
RBLX
Roblox Corp

Communication Services
4.74K
New
$36.18 - $47.64 $171K - $226K
4.74K $209K
UEC
Uranium Energy Corp

Energy
33.6K
New
$4.26 - $6.85 $143K - $230K
33.6K $208K
ENB
Enbridge Inc

Energy
5.12K
New
$35.27 - $41.18 $181K - $211K
5.12K $207K
TT
Trane Technologies PLC

Industrials
531
New
$314.21 - $388.71 $167K - $206K
531 $206K
F
Ford Motor CO

Consumer Cyclical
11.6K
New
$9.71 - $14.55 $113K - $169K
11.6K $122K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.6K
New
N/A
10.6K $0
First Tr Exch Traded Fd Iii
9.09K
New
N/A
9.09K $0
Activity Summary
Buys All Purchases 116 New Holdings 21 Increased Positions 95 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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