Independent Wealth Network Inc. First Tr Large Cap Core Alphde Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,540 shares of FEX stock, worth $607,350. This represents 0.25% of its overall portfolio holdings.

Number of Shares

5,540

Previous 4,068 36.18%

Holding current value

$607,350

Previous $423,000 36.41%

% of portfolio

0.25%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$103.29 - $112.88 $152,042 - $166,159	1,472 Added 36.18%	5,540 $577,000
Q3 2024 Oct 15, 2024	BUY	$94.21 - $104.17 $18,936 - $20,938	201 Added 5.2%	4,068 $423,000
Q2 2024 Jul 18, 2024	BUY	$93.69 - $98.85 $936 - $988	10 Added 0.26%	3,867 $375,000
Q1 2024 May 20, 2024	BUY	$88.44 - $99.24 $4,775 - $5,358	54 Added 1.42%	3,857 $382,000
Q1 2024 Apr 11, 2024	SELL	$88.44 - $99.24 $4,510 - $5,061	-51 Reduced 1.32%	3,803 $377,000
Q4 2023 Jan 12, 2024	SELL	$76.85 - $90.58 $87,839 - $103,532	-1,143 Reduced 22.87%	3,854 $347,000
Q3 2023 Oct 11, 2023	BUY	$80.42 - $87.5 $10,535 - $11,462	131 Added 2.69%	4,997 $405,000
Q2 2023 Jul 12, 2023	BUY	$77.71 - $84.01 $7,770 - $8,401	100 Added 2.1%	4,866 $408,000
Q1 2023 Apr 18, 2023	BUY	$76.64 - $86.44 $1,839 - $2,074	24 Added 0.51%	4,766 $383,000
Q4 2022 Jan 25, 2023	SELL	$73.15 - $84.99 $13,605 - $15,808	-186 Reduced 3.77%	4,742 $0
Q3 2022 Oct 17, 2022	SELL	$72.22 - $85.49 $2,166 - $2,564	-30 Reduced 0.61%	4,928 $356,000
Q2 2022 Jul 26, 2022	SELL	$74.38 - $89.47 $595 - $715	-8 Reduced 0.16%	4,958 $377,000
Q1 2022 Apr 20, 2022	BUY	$82.76 - $92.23 $24,745 - $27,576	299 Added 6.41%	4,966 $438,000
Q4 2021 Feb 10, 2022	SELL	$85.05 - $92.98 $17,860 - $19,525	-210 Reduced 4.31%	4,667 $431,000
Q3 2021 Nov 04, 2021	BUY	$83.64 - $90.11 $407,912 - $439,466	4,877 New	4,877 $447,000

Others Institutions Holding FEX

# of Institutions

222

Shares Held

7.14M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
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Independent Wealth Network Inc. First Tr Large Cap Core Alphde Transaction History