Number of Shares
89,240.00
Current Holdings Value*
$1.81 Mil
% of Portfolio
0.66%
Total Estimate Gain
$1,784.80
% of Total Estimate Gain
0.10%

Independent Wealth Network Inc.'s Vest Investment Grade & Target Income ETF Holding Summary

As of 2025-06-30, Independent Wealth Network Inc. held 89,240.00 shares of Vest Investment Grade & Target Income ETF(LQTI), totaling $1.81 Mil. This investment constitutes 0.66% of their stock portfolio, and Independent Wealth Network Inc. now holds 2.51% of the outstanding Vest Investment Grade & Target Income ETF(LQTI) stock.

The initial trade took place in 2025Q2. And since then Independent Wealth Network Inc. has made 1 purchases of LQTI, at an average price of $20.03, for a total of 89,240.00 shares. Based on historical transaction data and LQTI's current price of $20.05, Independent Wealth Network Inc.'s estimated gain on his LQTI holdings is $1,784.80, reflecting a 0.10% gain to date.

Independent Wealth Network Inc. LQTI ($20.05) Holding Chart

Independent Wealth Network Inc. LQTI ($20.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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