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  Name: Independent Wealth Network Inc.
  City: URBANDALE
  State: IA
  Zip: 50323
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,398,000
  Total Value Change : $23,349,000
  Securities Held Change : 6
   
All Securities Held : 222
  New Positions : 24
  Closed Positions : 18
  Increased Positions : 113
  Unchanged Positions : 6
  Decreased Positions : 79

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Holdings Found : 18     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 234 Closed $37.87 $0 0 0% -215,000 -5,989 0    Closed - End Fund - Debt
   (INTU)1 Year Chart         INTU Intuit Inc 240 Closed $562.97 $0 0 0% -217,000 -347 0    Application Software
   (AMT)1 Year Chart         AMT American Tower Corp 227 Closed $190.78 $0 0 0% -320,000 -1,483 0    Integrated Telecommun...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 233 Closed $237.80 $0 0 0% -218,000 -832 0    Diversified Machinery
   (LOAN)1 Year Chart         LOAN Manhattan Bridge Capital 239 Closed $5.29 $0 0 0% -10,000 -10,900 0    Publishing
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 226 Closed $445.87 $0 0 0% -231,000 -387 0    Application Software
   (NVTA)1 Year Chart         NVTA Invitae Corp 232 Closed $0.00 $0 0 0% -9,000 -15,086 0    N/A
   (XMAR)1 Year Chart         XMAR Ft Cboe Vest Us Equity Enh ... 238 Closed $0.00 $0 0 0% -746,000 -22,675 0    N/A
   (FBRT)1 Year Chart         FBRT Franklin Bsp Realty Trust O... 225 Closed $6.50 $0 0 0% -162,000 -11,986 0    REIT - Housing/Apartm...
   (WSO)1 Year Chart         WSO Watsco Inc 231 Closed $474.65 $0 0 0% -209,000 -488 0    Building Materials Wh...
   (F)1 Year Chart         F Ford Motor Co 237 Closed $12.50 $0 0 0% -178,000 -14,636 0    Auto Manufacturers
   (ACN)1 Year Chart         ACN Accenture Plc 224 Closed $284.80 $0 0 0% -222,000 -633 0    Management Services
   (GAPR)1 Year Chart         GAPR Ft Cboe Vest Us Equity Mode... 230 Closed $0.00 $0 0 0% -320,000 -9,767 0    N/A
   (RBLX)1 Year Chart         RBLX Roblox Corp 236 Closed $0.00 $0 0 0% -226,000 -4,944 0    N/A
   (PHUN)1 Year Chart         PHUN Phunware Inc 223 Closed $6.89 $0 0 0% -2,000 -29,386 0    N/A
   (FTGC)1 Year Chart         FTGC First Trust Global Tactical... 229 Closed $24.27 $0 0 0% -231,000 -10,301 0    N/A
   (BALT)1 Year Chart         BALT Innovator Defined Wealth Sh... 235 Closed $0.00 $0 0 0% -270,000 -9,439 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 228 Closed $28.20 $0 0 0% -235,000 -8,168 0    Drug Manufacturers - ...
      18 Records Found
  1    
Page 1 of 1
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