Intercontinental Wealth Advisors, LLC Dj Brookfield Global Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,327 shares of TOLZ stock, worth $360,928. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,327
Previous 12,577 41.74%
Holding current value
$360,928
Previous $571,000 42.56%
% of portfolio
0.08%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$43.71 - $47.07 $229,477 - $247,117
-5,250 Reduced 41.74%
7,327 $328,000
Q3 2022

Nov 10, 2022
SELL
$40.74 - $49.32 $49,295 - $59,677
-1,210 Reduced 8.78%
12,577 $512,000
Q1 2022

May 09, 2022
SELL
$45.61 - $49.91 $60,433 - $66,130
-1,325 Reduced 8.77%
13,787 $684,000
Q3 2021

Nov 12, 2021
BUY
$45.16 - $47.74 $682,457 - $721,446
15,112 New
15,112 $683,000

Others Institutions Holding TOLZ

# of Institutions
52
Shares Held
2.61M
Call Options Held
0
Put Options Held
0
View Full List

About DJ BROOKFIELD GLOBAL

TOLZ Quotes by TradingView
  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email