Intercontinental Wealth Advisors, LLC Davis Fundamental ETF Tr Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Shares
3 transactions
Others Institutions Holding DUSA
# of Institutions
75Shares Held
10.5MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$144 Million0.81% of portfolio
-
Morgan Stanley New York, NY2.95MShares$125 Million0.01% of portfolio
-
Kestra Advisory Services, LLC802KShares$34.1 Million0.19% of portfolio
-
Ubs Group Ag402KShares$17.1 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL256KShares$10.9 Million0.01% of portfolio