Intercontinental Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 29,580 shares of DON stock, worth $1.47 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
29,580
Previous 29,580
-0.0%
Holding current value
$1.47 Million
Previous $1.21 Million
2.56%
% of portfolio
0.3%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
452Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$218 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$120 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$92.6 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$80.3 Million0.02% of portfolio