A detailed history of Independent Wealth Network Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,739 shares of FTA stock, worth $440,353. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,739
Previous 5,738 0.02%
Holding current value
$440,353
Previous $422,000 7.58%
% of portfolio
0.21%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$72.76 - $79.13 $72 - $79
1 Added 0.02%
5,739 $454,000
Q2 2024

Jul 18, 2024

SELL
$72.36 - $76.0 $506 - $532
-7 Reduced 0.12%
5,738 $422,000
Q1 2024

Apr 11, 2024

SELL
$69.01 - $76.38 $7,315 - $8,096
-106 Reduced 1.81%
5,745 $438,000
Q4 2023

Jan 12, 2024

BUY
$61.6 - $71.44 $123 - $142
2 Added 0.03%
5,851 $414,000
Q3 2023

Oct 11, 2023

SELL
$64.61 - $70.36 $40,704 - $44,326
-630 Reduced 9.72%
5,849 $378,000
Q2 2023

Jul 12, 2023

SELL
$62.32 - $67.04 $8,226 - $8,849
-132 Reduced 2.0%
6,479 $432,000
Q1 2023

Apr 18, 2023

SELL
$63.26 - $73.3 $1,328 - $1,539
-21 Reduced 0.32%
6,611 $438,000
Q4 2022

Jan 25, 2023

SELL
$58.47 - $69.36 $14,383 - $17,062
-246 Reduced 3.58%
6,632 $0
Q3 2022

Oct 17, 2022

SELL
$57.68 - $69.23 $18,630 - $22,361
-323 Reduced 4.49%
6,878 $397,000
Q2 2022

Jul 26, 2022

SELL
$61.01 - $72.65 $56,861 - $67,709
-932 Reduced 11.46%
7,201 $447,000
Q1 2022

Apr 20, 2022

SELL
$67.33 - $72.28 $14,947 - $16,046
-222 Reduced 2.66%
8,133 $574,000
Q4 2021

Feb 10, 2022

BUY
$64.95 - $69.91 $18,640 - $20,064
287 Added 3.56%
8,355 $584,000
Q3 2021

Nov 04, 2021

BUY
$63.75 - $67.86 $514,335 - $547,494
8,068 New
8,068 $551,000

Others Institutions Holding FTA

About FIRST TR LARGE CAP VALUE


  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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.