Number of Shares
101,300.00
Current Holdings Value*
$4.15 Mil
% of Portfolio
0.99%
Total Estimate Gain
$4.70 Mil
% of Total Estimate Gain
72.64%

Intercontinental Wealth Advisors, LLC's PROSHARES TRUST Holding Summary

As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 101,300.00 shares of PROSHARES TRUST(TQQQ), totaling $4.15 Mil. This investment constitutes 0.99% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0.02% of the outstanding PROSHARES TRUST(TQQQ) stock.

The initial trade took place in 2018Q2. And since then Intercontinental Wealth Advisors, LLC has made 9 purchases of TQQQ, at an average price of $20.80, for a total of 310,834.00 shares. In addition, there have been 10 sales at an average price of $14.29 for 209,534.00 shares. Based on historical transaction data and TQQQ's current price of $80.63, Intercontinental Wealth Advisors, LLC's estimated gain on his TQQQ holdings is $4.70 Mil, reflecting a 72.64% gain to date.

Intercontinental Wealth Advisors, LLC TQQQ ($80.63) Holding Chart

Intercontinental Wealth Advisors, LLC TQQQ ($80.63) 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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