Intercontinental Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
162Shares Held
8.3MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$45.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$45.6 Million0.02% of portfolio
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Davenport & CO LLC596KShares$33.8 Million0.22% of portfolio
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Morgan Stanley New York, NY502KShares$28.5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC492KShares$27.9 Million0.0% of portfolio