Intercontinental Wealth Advisors, LLC DIA Holdings History
Intercontinental Wealth Advisors, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 34,600.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $11.90 Mil. This investment constitutes 2.84% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0.04% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2018Q2. And since then Intercontinental Wealth Advisors, LLC has made 12 purchases of DIA, at an average price of $305.15, for a total of 209,895.00 shares. In addition, there have been 9 sales at an average price of $319.44 for 175,295.00 shares. Based on historical transaction data and DIA's current price of $442.36, Intercontinental Wealth Advisors, LLC's estimated gain on his DIA holdings is $7.25 Mil, reflecting a 11.32% gain to date.
Intercontinental Wealth Advisors, LLC DIA ($442.36) Holding Chart
Intercontinental Wealth Advisors, LLC DIA ($442.36) 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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