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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (WFC.PL)1 Year Chart         WFC.PL Wells Fargo & Co. Prfd L 87 - $1,171.30 $615,000 504 0.29% 12,000 0 0    N/A
   (DE)1 Year Chart         DE Deere & Co 158 - $369.37 $332,000 808 0.16% 9,000 0 0    Farm & Construction M...
   (JRS)1 Year Chart         JRS Nuveen Real Estate Income Fund 215 - $7.53 $141,000 17,816 0.07% 2,000 0 0.062    Closed - End Fund - Debt
   (DNP)1 Year Chart         DNP DNP Select Income Fund Inc 217 - $8.58 $104,000 11,520 0.05% 6,000 0 0.004    Closed - End Fund - E...
   (GROY)1 Year Chart         GROY Gold Royalty Ord Shs 219 - $0.00 $63,000 33,373 0.03% 14,000 0 0.037    N/A
   (NAK)1 Year Chart         NAK Northern Dynasty Minerals L... 222 - $0.29 $5,000 15,950 0% 0 0 0.003    Gold

      6 Records Found
  1    
Page 1 of 1
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