Intercontinental Wealth Advisors, LLC Ishares Tr Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 4,987 shares of LRGF stock, worth $299,120. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,987
Previous 4,987
-0.0%
Holding current value
$299,120
Previous $206,000
7.77%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
200Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$252 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$196 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$119 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$117 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$108 Million0.02% of portfolio