Intercontinental Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 44,121 shares of SPLG stock, worth $2.99 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
44,121
Previous 44,369
0.56%
Holding current value
$2.99 Million
Previous $2.14 Million
7.63%
% of portfolio
0.55%
Previous 0.55%
Shares
14 transactions
Others Institutions Holding SPLG
# of Institutions
1,299Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.58 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.66 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.06 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.06 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.05 Billion0.21% of portfolio