Intercontinental Wealth Advisors, LLC First Trust Small Cap Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Shares
15 transactions
Others Institutions Holding FYT
# of Institutions
75Shares Held
3.08MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA313KShares$16.1 Million0.0% of portfolio
-
Simplicity Wealth,Llc275KShares$14.2 Million0.36% of portfolio
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Sawtooth Solutions, LLC274KShares$14.1 Million0.41% of portfolio
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Lpl Financial LLC Fort Mill, SC261KShares$13.5 Million0.01% of portfolio
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Morgan Stanley New York, NY260KShares$13.4 Million0.0% of portfolio