Intercontinental Wealth Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 13, 2017	SELL	N/A	-6,574 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	6,574	6,574 $324,000

Others Institutions Holding TOTL

# of Institutions

341

Shares Held

57.7M

Call Options Held

100

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.07M
Shares

$282 Million
8.02% of portfolio
Morgan Stanley New York, NY

5.09M
Shares

$203 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

2.47M
Shares

$98.4 Million
0.27% of portfolio
Envestnet Asset Management Inc

2.45M
Shares

$97.5 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.34M
Shares

$93.2 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

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