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 $254,533. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,858
Previous 2,858
-0.0%
Holding current value
$254,533
Previous $237,000
0.42%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,928Shares Held
247MCall Options Held
1.13MPut Options Held
1.28M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio