Independent Wealth Network Inc. Alger ETF Tr Mid Cap 40 ETF Transaction History
Independent Wealth Network Inc.
- $257 Million
- Q2 2025
A detailed history of Independent Wealth Network Inc. transactions in Alger ETF Tr Mid Cap 40 ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 38,260 shares of FRTY stock, worth $730,383. This represents 0.29% of its overall portfolio holdings.
Number of Shares
38,260
Previous 34,307
11.52%
Holding current value
$730,383
Previous $546,000
34.62%
% of portfolio
0.29%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding FRTY
# of Institutions
28Shares Held
3.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.25MShares$23.8 Million0.04% of portfolio
-
Ubs Group Ag462KShares$8.83 Million0.0% of portfolio
-
Brookwood Investment Group LLC Phoenix, AZ447KShares$8.53 Million1.22% of portfolio
-
Fred Alger Management, LLC New York, NY285KShares$5.45 Million0.03% of portfolio
-
Prosperity Financial Group, Inc. San Ramon, CA268KShares$5.11 Million2.12% of portfolio