Independent Wealth Network Inc. Sells in Q3 2024

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-6
- 0.93%
$315.94 - $371.96 $1.9K - $2.23K
638 $230K
XOM
Exxon Mobil Corp

Energy
-45
- 0.54%
$109.72 - $119.0 $4.94K - $5.36K
8.3K $973K
HDV
Ishares Core High Dividend ETF

ETFs
-191
- 4.89%
$107.62 - $118.76 $20.6K - $22.7K
3.72K $437K
GPN
Global Payments Inc

Industrials
-70
- 1.88%
$92.66 - $112.97 $6.49K - $7.91K
3.66K $374K
ABT
Abbott Laboratories

Healthcare
-95
- 3.79%
$100.07 - $118.13 $9.51K - $11.2K
2.41K $274K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-107
- 1.76%
$96.25 - $101.98 $10.3K - $10.9K
5.98K $605K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-37
- 1.27%
$83.76 - $91.82 $3.1K - $3.4K
2.88K $263K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-165
- 4.53%
$64.35 - $75.71 $10.6K - $12.5K
3.48K $256K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-330
- 4.38%
$57.32 - $67.53 $18.9K - $22.3K
7.2K $473K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-20
- 0.97%
$104.5 - $114.97 $2.09K - $2.3K
2.04K $234K
IBB
Ishares Biotechnology ETF

ETFs
-84
- 2.25%
$135.09 - $149.47 $11.3K - $12.6K
3.64K $530K
IVE
Ishares S&P 500 Value ETF

ETFs
-150
- 4.64%
$181.06 - $197.17 $27.2K - $29.6K
3.08K $607K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-159
- 2.23%
$77.24 - $83.67 $12.3K - $13.3K
6.99K $584K
RDVY
First Trust Rising Dividend Ac

ETFs
-5
- 0.09%
$53.68 - $59.24 $268 - $296
5.45K $322K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-97
- 2.68%
$105.53 - $118.34 $10.2K - $11.5K
3.53K $412K
VBK
Vanguard Small Cap Growth ETF

ETFs
-80
- 2.86%
$240.48 - $267.94 $19.2K - $21.4K
2.72K $726K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-271
- 1.99%
$21.72 - $25.05 $5.89K - $6.79K
13.4K $327K
VTV
Vanguard Value ETF

ETFs
-13
- 0.64%
$159.75 - $174.57 $2.08K - $2.27K
2.01K $351K
ATO
Atmos Energy Corp

Utilities
-119
- 5.76%
$114.08 - $138.75 $13.6K - $16.5K
1.95K $270K
JRS
Nuveen Real Estate Income Fund

Financial Services
-447
- 2.21%
$7.64 - $9.3 $3.42K - $4.16K
19.8K $184K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-61
- 0.91%
$82.04 - $89.49 $5K - $5.46K
6.67K $593K
SPGI
S&P Global Inc.

Financial Services
-8
- 1.56%
$446.32 - $527.38 $3.57K - $4.22K
504 $260K
VZ
Verizon Communications Inc

Communication Services
-181
- 1.6%
$38.89 - $45.0 $7.04K - $8.15K
11.1K $498K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-21
- 0.52%
$106.85 - $117.19 $2.24K - $2.46K
4.06K $475K
KO
Coca Cola CO

Consumer Defensive
-99
- 1.91%
$62.69 - $73.01 $6.21K - $7.23K
5.08K $364K
BLK
Black Rock Inc.

Financial Services
-5
- 1.93%
$782.27 - $949.51 $3.91K - $4.75K
254 $241K
FYX
First Tr Small Cap Core Alphad

ETFs
-38
- 0.82%
$89.32 - $100.62 $3.39K - $3.82K
4.6K $457K
FTCS
First Trust Capital Strength E

ETFs
-78
- 1.11%
$83.58 - $90.94 $6.52K - $7.09K
6.92K $628K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-170
- 2.97%
$102.34 - $114.52 $17.4K - $19.5K
5.56K $636K
CSCO
Cisco Systems, Inc.

Technology
-124
- 1.38%
$44.74 - $53.22 $5.55K - $6.6K
8.86K $471K
AAXJ
Ishares Msci All Country Asia

ETFs
-60
- 0.73%
$68.09 - $79.71 $4.09K - $4.78K
8.2K $643K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-640
- 18.11%
$72.18 - $107.33 $46.2K - $68.7K
2.89K $307K
JNJ
Johnson & Johnson

Healthcare
-55
- 1.14%
$145.48 - $167.38 $8K - $9.21K
4.75K $770K
DVY
Ishares Tr

ETFs
-245
- 3.35%
$119.99 - $135.74 $29.4K - $33.3K
7.07K $954K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-147
- 2.64%
$475.2 - $527.7 $69.9K - $77.6K
5.42K $2.86M
SHW
Sherwin Williams CO

Basic Materials
-147
- 8.65%
$294.65 - $384.0 $43.3K - $56.4K
1.55K $592K
PLTR
Palantir Technologies Inc.

Technology
-8.8K
- 24.88%
$24.09 - $37.95 $212K - $334K
26.6K $988K
MO
Altria Group, Inc.

Consumer Defensive
-114
- 0.63%
$45.95 - $54.71 $5.24K - $6.24K
18K $917K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.02K
- 4.06%
$60.84 - $67.51 $306K - $339K
119K $8.02M
VNQ
Vanguard Specialized Funds Van

ETFs
-312
- 3.11%
$82.97 - $98.97 $25.9K - $30.9K
9.73K $947K
AFL
Aflac Inc

Financial Services
-141
- 2.52%
$88.52 - $111.8 $12.5K - $15.8K
5.45K $609K
KR
Kroger CO

Consumer Defensive
-199
- 1.08%
$50.43 - $57.3 $10K - $11.4K
18.2K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
-122
- 4.26%
$333.64 - $405.2 $40.7K - $49.4K
2.74K $1.11M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-473
- 0.32%
$24.86 - $26.33 $11.8K - $12.5K
147K $3.84M
MSI
Motorola Solutions, Inc.

Technology
-2
- 0.08%
$385.65 - $450.49 $771 - $901
2.56K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-74
- 1.56%
$405.19 - $478.57 $30K - $35.4K
4.67K $2.15M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.45K
- 2.97%
$39.95 - $45.86 $97.9K - $112K
80K $3.65M
AAPL
Apple Inc.

Technology
-497
- 2.39%
$207.23 - $234.82 $103K - $117K
20.3K $4.74M
CAT
Caterpillar Inc

Industrials
-59
- 0.22%
$316.8 - $391.12 $18.7K - $23.1K
26.6K $10.4M
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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