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	N/A	-5,140 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	N/A	5,140 New	5,140 $217,000

Others Institutions Holding LEGR

# of Institutions

61

Shares Held

874K

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

112K
Shares

$4.94 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$4.79 Million
0.0% of portfolio
Alpha Omega Group, Inc.

93.9K
Shares

$4.13 Million
5.68% of portfolio
Bank Of America Corp Charlotte, NC

51K
Shares

$2.24 Million
0.0% of portfolio
Eudaimonia Advisors LLC Winchester, TN

39.9K
Shares

$1.76 Million
0.92% of portfolio

About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
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