Intercontinental Wealth Advisors, LLC Ishares Agency Bond ETF Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 2,786 shares of AGZ stock, worth $302,476. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,786
Previous 2,786
-0.0%
Holding current value
$302,476
Previous $301,000
1.0%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding AGZ
# of Institutions
153Shares Held
4.68MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors752KShares$81.6 Million10.39% of portfolio
-
Stifel Financial Corp St. Louis, MO352KShares$38.2 Million0.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL314KShares$34 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$20.4 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA172KShares$18.7 Million3.35% of portfolio