Intercontinental Wealth Advisors, LLC First Tr ETF Indxx Innovation Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$33.86 - $40.92 $174,040 - $210,328	-5,140 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$40.52 - $43.14 $208,272 - $221,739	5,140 New	5,140 $217,000

Others Institutions Holding LEGR

# of Institutions

65

Shares Held

998K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

206K
Shares

$11.9 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

143K
Shares

$8.26 Million
0.02% of portfolio
Flputnam Investment Management CO Portland, ME

69.2K
Shares

$4 Million
0.06% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

59.4K
Shares

$3.43 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

53.3K
Shares

$3.08 Million
0.0% of portfolio

About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
Sector ETFs
Industry ETFs

More about LEGR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.