Number of Shares
150,266.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
1.3%
Total Estimate Gain
$-36,945.82
% of Total Estimate Gain
-1.04%

Independent Wealth Network Inc.'s Rareview Dynamic Fixed Income ETF Holding Summary

As of 2025-06-30, Independent Wealth Network Inc. held 150,266.00 shares of Rareview Dynamic Fixed Income ETF(RDFI), totaling $3.58 Mil. This investment constitutes 1.3% of their stock portfolio, and Independent Wealth Network Inc. now holds 6.92% of the outstanding Rareview Dynamic Fixed Income ETF(RDFI) stock.

The initial trade took place in 2022Q1. And since then Independent Wealth Network Inc. has made 14 purchases of RDFI, at an average price of $23.75, for a total of 150,266.00 shares. Based on historical transaction data and RDFI's current price of $23.50, Independent Wealth Network Inc.'s estimated gain on his RDFI holdings is $-36,945.82, reflecting a -1.04% gain to date.

Independent Wealth Network Inc. RDFI ($23.50) Holding Chart

Independent Wealth Network Inc. RDFI ($23.50) 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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