Independent Wealth Network Inc. First Tr Enhanced Traded Fd Iv Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Independent Wealth Network Inc. holds 18,299 shares of FTSM stock, worth $1.1 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

18,299

Previous 23,764 23.0%

Holding current value

$1.1 Million

Previous $1.42 Million 22.67%

% of portfolio

0.5%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$59.61 - $60.15 $325,768 - $328,719	-5,465 Reduced 23.0%	18,299 $1.1 Million
Q2 2024 Jul 18, 2024	BUY	$59.55 - $59.81 $197,289 - $198,150	3,313 Added 16.2%	23,764 $1.42 Million
Q1 2024 May 20, 2024	BUY	$59.62 - $59.91 $1.22 Million - $1.23 Million	20,451 New	20,451 $1.22 Million
Q4 2023 Jan 12, 2024	BUY	$59.43 - $59.85 $720,767 - $725,860	12,128 Added 62.97%	31,387 $1.87 Million
Q3 2023 Oct 11, 2023	BUY	$59.42 - $59.69 $75,047 - $75,388	1,263 Added 7.02%	19,259 $1.14 Million
Q2 2023 Jul 12, 2023	BUY	$59.41 - $59.73 $37,547 - $37,749	632 Added 3.64%	17,996 $1.07 Million
Q1 2023 Apr 18, 2023	BUY	$59.44 - $59.7 $673,752 - $676,699	11,335 Added 188.01%	17,364 $1.03 Million
Q4 2022 Jan 25, 2023	BUY	$59.27 - $59.6 $357,338 - $359,328	6,029 New	6,029 $0

Others Institutions Holding FTSM

# of Institutions

424

Shares Held

82.3M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Independent Wealth Network Inc. First Tr Enhanced Traded Fd Iv Transaction History