Intercontinental Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 12,473 shares of BSV stock, worth $958,051. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,473
Previous 12,613
1.11%
Holding current value
$958,051
Previous $964,000
2.28%
% of portfolio
0.23%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio