Intercontinental Wealth Advisors, LLC ARKK Holdings History
Intercontinental Wealth Advisors, LLC's ARK Innovation ETF Holding Summary
As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 166,881.00 shares of ARK Innovation ETF(ARKK), totaling $7.37 Mil. This investment constitutes 1.76% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0.09% of the outstanding ARK Innovation ETF(ARKK) stock.
The initial trade took place in 2019Q3. And since then Intercontinental Wealth Advisors, LLC has made 14 purchases of ARKK, at an average price of $64.46, for a total of 171,403.00 shares. In addition, there have been 1 sales at an average price of $35.74 for 4,522.00 shares. Based on historical transaction data and ARKK's current price of $77.63, Intercontinental Wealth Advisors, LLC's estimated gain on his ARKK holdings is $2.07 Mil, reflecting a 18.72% gain to date.
Intercontinental Wealth Advisors, LLC ARKK ($77.63) Holding Chart
Intercontinental Wealth Advisors, LLC ARKK ($77.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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