Intercontinental Wealth Advisors, LLC
- SEC CIK
- 0001709698
- Latest filing
- Jul 21, 2023
BMO holding history
Bank of Montreal in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BMO overviewAll 13F holders of BMOFull Q2 2023 holdings
- Shares (Q2 2023)
- 6,400
- Value
- $578.0K
- % of portfolio
- 0.1%
- Quarters held
- 4
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 6,400 | $578.0K | 0.1% | +250+4.1% | Added | Holders |
| Q1 2023 | 6,150 | $548.0K | 0.1% | −69−1.1% | Reduced | Holders |
| Q4 2022 | 6,219 | $563.4K | 0.2% | +36+0.6% | Added | Holders |
| Q3 2022 | 6,183 | $542.0K | 0.2% | +6,183 | New | Holders |