Intercontinental Wealth Advisors, LLC Davis Fundamental ETF Tr Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Shares
3 transactions
Others Institutions Holding DUSA
# of Institutions
77Shares Held
11.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.58MShares$161 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$152 Million0.85% of portfolio
-
Kestra Advisory Services, LLC846KShares$38 Million0.21% of portfolio
-
Ubs Group Ag382KShares$17.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$13.5 Million0.0% of portfolio