Intercontinental Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 2,858 shares of VNQ stock, worth $256,219. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,858
Previous 2,858
-0.0%
Holding current value
$256,219
Previous $237,000
0.42%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$895 Million0.08% of portfolio