Intercontinental Wealth Advisors, LLC UPRO Holdings History
Intercontinental Wealth Advisors, LLC's ProShares UltraPro S&P 500 ETF 3x Shares Holding Summary
As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 48,948.00 shares of ProShares UltraPro S&P 500 ETF 3x Shares(UPRO), totaling $2.32 Mil. This investment constitutes 0.55% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0.08% of the outstanding ProShares UltraPro S&P 500 ETF 3x Shares(UPRO) stock.
The initial trade took place in 2018Q2. And since then Intercontinental Wealth Advisors, LLC has made 12 purchases of UPRO, at an average price of $28.48, for a total of 138,976.00 shares. In addition, there have been 3 sales at an average price of $22.71 for 90,028.00 shares. Based on historical transaction data and UPRO's current price of $90.61, Intercontinental Wealth Advisors, LLC's estimated gain on his UPRO holdings is $2.52 Mil, reflecting a 63.67% gain to date.
Intercontinental Wealth Advisors, LLC UPRO ($90.61) Holding Chart
Intercontinental Wealth Advisors, LLC UPRO ($90.61) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
