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
163Shares Held
7.58MCall Options Held
0Put Options Held
0-
Davenport & CO LLC666KShares$44.3 Million0.24% of portfolio
-
Ubs Group Ag665KShares$44.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC534KShares$35.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY459KShares$30.5 Million0.0% of portfolio
-
Truist Financial Corp417KShares$27.7 Million0.04% of portfolio