Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Independent Wealth Network Inc.
  City: URBANDALE
  State: IA
  Zip: 50323
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $38,192,000
  Total Value Change : $-151,857,000
  Securities Held Change : -177
   
All Securities Held : 39
  New Positions : 1
  Closed Positions : 178
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HTAB)1 Year Chart         HTAB Hartford Schroders Tax-awar... 8 - $0.00 $1,359,000 69,394 3.56% 2,000 739 0.771    N/A
   (JPHY)1 Year Chart         JPHY Jpmorgan Disciplined High Y... 23 - $0.00 $562,000 12,157 1.47% 8,000 89 0.026    N/A
   (FYX)1 Year Chart         FYX First Trust Small Cap Core ... 27 - $93.60 $432,000 4,631 1.13% 9,000 15 0.063    Property Management
   (MCN)1 Year Chart         MCN Madison Claymore Covered Ca... 34 - $7.30 $314,000 42,910 0.82% 8,000 2,318 0.223    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results