Intercontinental Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding FMB
# of Institutions
332Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.14MShares$157 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.41MShares$120 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.1MShares$105 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.73MShares$86.3 Million0.01% of portfolio
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Ubs Group Ag1.72MShares$85.9 Million0.02% of portfolio