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 $268,366. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,858
Previous 2,858
-0.0%
Holding current value
$268,366
Previous $237,000
0.42%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio