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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 : 2024-09-30
  Total Value : $226,261,000
  Total Value Change : $11,398,000
  Securities Held Change : 8
   
All Securities Held : 222
  New Positions : 15
  Closed Positions : 13
  Increased Positions : 101
  Unchanged Positions : 6
  Decreased Positions : 100

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Holdings Found : 13     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
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 223 Closed $0.00 $0 0 0% -208,000 -2,166 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 229 Closed $486.68 $0 0 0% -209,000 -377 0    Application Software
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 235 Closed $272.37 $0 0 0% -213,000 -802 0    Closed - End Fund - E...
   (EFR)1 Year Chart         EFR Eaton Vance Senior Floating... 228 Closed $12.74 $0 0 0% -1,099,000 -84,018 0    Closed - End Fund - Debt
   (JPHY)1 Year Chart         JPHY Jpmorgan Disciplined High Y... 234 Closed $0.00 $0 0 0% -554,000 -12,117 0    N/A
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund 227 Closed $73.44 $0 0 0% -640,000 -9,155 0    Closed - End Fund - Debt
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 233 Closed $71.43 $0 0 0% -576,000 -8,871 0    N/A
   (RISR)1 Year Chart         RISR Foliobeyond Rising Rates Etf 226 Closed $0.00 $0 0 0% -2,517,000 -72,571 0    N/A
   (HTAB)1 Year Chart         HTAB Hartford Schroders Tax-awar... 232 Closed $0.00 $0 0 0% -1,383,000 -71,625 0    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc 225 Closed $410.76 $0 0 0% -202,000 -372 0    N/A
   (FOF)1 Year Chart         FOF Cohen & Steers Closed-End O... 231 Closed $12.84 $0 0 0% -154,000 -12,871 0    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 224 Closed $208.63 $0 0 0% -212,000 -812 0    N/A
   (PTY)1 Year Chart         PTY Pimco Corporate Opportunity... 230 Closed $14.52 $0 0 0% -668,000 -46,655 0    Closed - End Fund - Debt

      13 Records Found
  1    
Page 1 of 1
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