Independent Wealth Network Inc. Proshares Ultra Technology Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$38.79 - $64.38 $62,917 - $104,424	-1,622 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$48.42 - $66.3 $78,537 - $107,538	1,622 New	1,622 $207,000

Others Institutions Holding ROM

# of Institutions

53

Shares Held

401K

Call Options Held

18.2K

Put Options Held

4.9K

Toth Financial Advisory Corp

68.9K
Shares

$4.9 Million
0.56% of portfolio
Tyche Wealth Partners LLC Plano, TX

33.1K
Shares

$2.35 Million
0.5% of portfolio
Harbour Investments, Inc. Madison, WI

30.6K
Shares

$2.18 Million
0.08% of portfolio
Retirement Planning CO Of New England, Inc. Warwick, RI

24.6K
Shares

$1.75 Million
0.95% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

22K
Shares

$1.56 Million
0.0% of portfolio

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