Intercontinental Wealth Advisors, LLC Spdr Portfolio Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,322 shares of SPYG stock, worth $602,307. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,322
Previous 7,672
4.56%
Holding current value
$602,307
Previous $424,000
5.19%
% of portfolio
0.11%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding SPYG
# of Institutions
1,225Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.8 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.66 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.38 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.01 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$670 Million0.19% of portfolio