Independent Wealth Network Inc. Sells in Q4 2024

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-24.7K
- 24.53%
$47.5 - $47.86 $1.17M - $1.18M
76K $3.61M
CAT
Caterpillar Inc

Industrials
-12
- 0.05%
$360.37 - $416.88 $4.32K - $5K
26.6K $9.65M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.59K
- 30.62%
$81.68 - $82.93 $538K - $547K
14.9K $1.22M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-9.18K
- 40.22%
$45.38 - $46.88 $417K - $430K
13.6K $622K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-7.65K
- 32.62%
$36.54 - $37.53 $279K - $287K
15.8K $581K
KSS
Kohls Corp

Consumer Cyclical
-1.07K
- 3.03%
$13.86 - $20.95 $14.8K - $22.3K
34.1K $478K
LLY
Eli Lilly & CO

Healthcare
-213
- 28.32%
$727.2 - $932.06 $155K - $199K
539 $416K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-8.12K
- 26.57%
$18.62 - $22.39 $151K - $182K
22.4K $423K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.05K
- 34.26%
$96.64 - $101.23 $198K - $208K
3.93K $381K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.13K
- 16.2%
$164.89 - $177.66 $186K - $200K
5.84K $964K
NYF
Ishares New York Muni Bond ETF

ETFs
-2.75K
- 26.75%
$52.85 - $54.34 $145K - $149K
7.52K $400K
HSY
Hershey CO

Consumer Defensive
-347
- 8.07%
$168.67 - $193.65 $58.5K - $67.2K
3.95K $669K
HYG
Ishares Tr

ETFs
-1.27K
- 31.51%
$78.09 - $80.04 $99.4K - $102K
2.77K $217K
DFAX
Dimensional ETF Tr
-2.19K
- 9.65%
$24.76 - $27.04 $54.2K - $59.2K
20.5K $509K
IVE
Ishares S&P 500 Value ETF

ETFs
-424
- 13.76%
$189.5 - $206.17 $80.3K - $87.4K
2.66K $507K
ABBV
Abb Vie Inc.

Healthcare
-202
- 6.68%
$164.99 - $203.87 $33.3K - $41.2K
2.82K $501K
JNJ
Johnson & Johnson

Healthcare
-78
- 1.64%
$143.34 - $165.86 $11.2K - $12.9K
4.67K $675K
AMD
Advanced Micro Devices Inc

Technology
-15
- 0.71%
$118.88 - $172.8 $1.78K - $2.59K
2.11K $254K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-938
- 13.03%
$59.26 - $65.51 $55.6K - $61.4K
6.26K $379K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-713
- 0.58%
$10.56 - $11.31 $7.53K - $8.06K
122K $1.31M
VEA
Vanguard Ftse Developed Market

ETFs
-283
- 2.18%
$47.57 - $52.44 $13.5K - $14.8K
12.7K $606K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.26K
- 6.9%
$59.74 - $60.03 $75.4K - $75.8K
17K $1.02M
AAXJ
Ishares Msci All Country Asia

ETFs
-344
- 4.2%
$72.15 - $82.16 $24.8K - $28.3K
7.86K $567K
IVV
Ishares Core S&P 500 ETF

ETFs
-161
- 9.25%
$570.51 - $610.59 $91.9K - $98.3K
1.58K $930K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-3.59K
- 17.53%
$11.82 - $13.73 $42.5K - $49.3K
16.9K $203K
FSK
Fs Kkr Capital Corp

Financial Services
-5.93K
- 19.41%
$19.71 - $22.22 $117K - $132K
24.6K $534K
IVW
Ishares S&P 500 Growth ETF

ETFs
-861
- 26.44%
$94.43 - $105.47 $81.3K - $90.8K
2.4K $243K
IBB
Ishares Biotechnology ETF

ETFs
-110
- 3.02%
$131.21 - $148.85 $14.4K - $16.4K
3.53K $466K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-7
- 0.24%
$82.28 - $117.52 $576 - $823
2.89K $244K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-706
- 9.78%
$44.04 - $49.49 $31.1K - $34.9K
6.52K $286K
AFL
Aflac Inc

Financial Services
-126
- 2.31%
$100.37 - $115.27 $12.6K - $14.5K
5.33K $551K
QCOM
Qualcomm Inc

Technology
-66
- 4.58%
$150.4 - $178.04 $9.93K - $11.8K
1.38K $211K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-55
- 1.6%
$106.56 - $113.11 $5.86K - $6.22K
3.38K $360K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-264
- 6.2%
$56.06 - $61.35 $14.8K - $16.2K
3.99K $225K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-76
- 3.72%
$108.6 - $115.42 $8.25K - $8.77K
1.97K $214K
VDE
Vanguard Energy ETF

ETFs
-137
- 4.63%
$116.67 - $136.78 $16K - $18.7K
2.82K $342K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-91
- 2.58%
$113.92 - $127.38 $10.4K - $11.6K
3.44K $395K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-171
- 3.07%
$114.02 - $125.22 $19.5K - $21.4K
5.39K $620K
JRS
Nuveen Real Estate Income Fund

Financial Services
-55
- 0.28%
$8.09 - $9.64 $445 - $530
19.8K $170K
F
Ford Motor CO

Consumer Cyclical
-606
- 5.21%
$9.69 - $11.4 $5.87K - $6.91K
11K $109K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-52
- 1.28%
$114.77 - $127.28 $5.97K - $6.62K
4K $463K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-65
- 1.08%
$90.66 - $99.46 $5.89K - $6.46K
5.94K $540K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-3
- 0.02%
$23.63 - $26.47 $70.9 - $79.4
13.4K $317K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 0.99%
N/A
5.03K $915K
FV
First Trust Dorsey Wright Focu

ETFs
-209
- 4.39%
$57.47 - $62.82 $12K - $13.1K
4.55K $268K
SPMD
Spdr Portfolio

ETFs
-149
- 2.07%
$54.13 - $59.56 $8.07K - $8.87K
7.06K $386K
FYX
First Tr Small Cap Core Alphad

ETFs
-126
- 2.74%
$96.51 - $110.53 $12.2K - $13.9K
4.47K $452K
USFR
Wisdomtree Floating Rate Treas

ETFs
-85
- 0.83%
$50.23 - $50.46 $4.27K - $4.29K
10.1K $509K
Wells Fargo CO New
-1
- 0.2%
N/A
503 $0
Activity Summary
Buys All Purchases 169 New Holdings 30 Increased Positions 139 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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