Independent Wealth Network Inc. CAPITAL GROUP CORE BALANCED Transaction History

Independent Wealth Network Inc.

  • $257 Million
  • Q2 2025
Number of Shares
25,006
Previous 21,159 18.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
3,847 Added 18.18%
25,006 $0
Q1 2025

May 02, 2025
BUY
N/A
5,888 Added 38.56%
21,159 $0
Q4 2024

Jan 17, 2025
BUY
N/A
15,271 New
15,271 $0
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email