Intercontinental Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Call Options Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio