Number of Shares
62,931.00
Current Holdings Value*
$5.93 Mil
% of Portfolio
1.42%
Total Estimate Gain
$746,778.29
% of Total Estimate Gain
13.05%

Intercontinental Wealth Advisors, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 62,931.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $5.93 Mil. This investment constitutes 1.42% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0.05% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2021Q1. And since then Intercontinental Wealth Advisors, LLC has made 10 purchases of NOBL, at an average price of $90.90, for a total of 62,931.00 shares. Based on historical transaction data and NOBL's current price of $102.77, Intercontinental Wealth Advisors, LLC's estimated gain on his NOBL holdings is $746,778.29, reflecting a 13.05% gain to date.

Intercontinental Wealth Advisors, LLC NOBL ($102.77) Holding Chart

Intercontinental Wealth Advisors, LLC NOBL ($102.77) 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 %

Top Ranked Articles

  • 1