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Independent Wealth Network Inc. Increases Stock Position in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Independent Wealth Network Inc. increased its holdings in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,343 shares of the company’s stock after purchasing an additional 134 shares during […]
United States Reframe Wealth Wealth Network Inc Pensionmark Financial Group Moneta Group Investment Advisors Cerity Partners

Independent Wealth Network Inc. Has $485,000 Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Independent Wealth Network Inc. increased its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 89.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 4,906 shares of the exchange traded fund’s stock after purchasing an additional 2,315 shares during the quarter. Independent Wealth Network Inc.’s holdings in iShares 20+ […]
United States Envestnet Asset Management Inc Holdings Channel Morgan Stanley Jpmorgan Chase Co Barclays Plc
Source: wkrb13.com

Independent Wealth Network Inc. Increases Holdings in The Boeing Company (NYSE:BA)

Independent Wealth Network Inc. raised its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 24.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,626 shares of the aircraft producer’s stock after purchasing an additional […]
United States Stifel Nicolaus Northcoast Research Graves Light Lenhart Wealth Inc Bollard Group Royal Bank
Source: wkrb13.com

Independent Wealth Network Inc. Grows Position in SPDR Gold Shares (NYSEARCA:GLD)

Independent Wealth Network Inc. increased its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 9,018 shares of the exchange traded fund’s stock after purchasing an additional 856 shares during the period. SPDR Gold Shares comprises 0.9% of Independent Wealth Network Inc.’s investment […]
Gold Shares Company Profile Financial Group Covestor Ltd Prudential Financial Inc Holdings Channel First Western Trust Bank

CX Institutional Decreases Stock Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

CX Institutional reduced its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 30.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 138,208 shares of the company’s stock after selling 60,465 shares during the quarter. CX […]
United States Skyoak Wealth Trilogy Capital Inc Financial Management Professionals Inc Exchange Commission Advisor Resource Council

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Twelve Points Wealth Management LLC Invests $222,000 in Intuit Inc. (NASDAQ:INTU)

Twelve Points Wealth Management LLC purchased a new stake in Intuit Inc. (NASDAQ:INTU – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 355 shares of the software maker’s stock, valued at approximately $222,000. Several other hedge funds and other institutional investors have also modified their holdings of the business. Park Edge […]
United States Laurend Hotz Lauraa Fennell Piper Sandler Securities Exchange Commission Park Edge Advisors
Source: wkrb13.com

SPDR Gold Shares (NYSEARCA:GLD) Shares Acquired by Independent Wealth Network Inc.

Independent Wealth Network Inc. increased its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,018 shares of the exchange traded fund’s stock after purchasing an additional 856 shares during the period. SPDR Gold Shares accounts […]
Wealth Partners Pensionmark Financial Group Gold Trust The Wealth Network Inc Financial Sense Advisors Inc Capital Market Strategies

Archford Capital Strategies LLC Has $474,000 Holdings in SPDR Gold Shares (NYSEARCA:GLD)

Archford Capital Strategies LLC lessened its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 97.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,481 shares of the exchange traded fund’s stock after selling 107,018 shares during the quarter. Archford […]
Park Edge Advisors Archford Capital Strategies Lantz Financial Wealth Network Inc Gold Trust The Willis Johnson Associates Inc

Independent Wealth Network Inc. Boosts Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Independent Wealth Network Inc. raised its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,187 shares of the company’s stock after acquiring an additional 1,000 […]
Wealth Network Inc Investment Advisory Group Howe Rusling Inc Investment Advisors Co Wealth Advisors Company Profile

Intel Co. (NASDAQ:INTC) Stock Position Lifted by Independent Wealth Network Inc.

Independent Wealth Network Inc. raised its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 4.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,702 shares of the chip maker’s stock after buying an additional 433 shares during the period. Independent […]
United States Patrickp Gelsinger Stifel Nicolaus Wealth Network Inc Frontier Wealth Management Intel Corporation

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