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 $251,532. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,858
Previous 2,858
-0.0%
Holding current value
$251,532
Previous $237,000
0.42%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,932Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.25 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.22 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.05 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$944 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$840 Million0.71% of portfolio