Institutions / International Private Wealth Advisors LLC / Activity
Activity — International Private Wealth Advisors LLC
174 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $436 | +4 +0.06% | 6,332 0.36% of portfolio | low |
| Q2 2026 as of | Add | 78464A672 Common stock | $483 | +17 +0.23% | 7,301 0.11% of portfolio | low |
| Q2 2026 as of | Trim | Coca Cola Co Common stock | $-1.5K | -18 -0.44% | 4,046 0.17% of portfolio | low |
| Q2 2026 as of | Trim | JPC Nuveen Preferred & Income Opportunities Fund Closed-End Fund | $-2.4K | -300 -1.23% | 24,089 0.10% of portfolio | low |
| Q2 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $3.2K | +39 +1.27% | 3,104 0.13% of portfolio | low |
| Q2 2026 as of | Add | NIKE, Inc. Common stock | $3.5K | +86 +1.19% | 7,289 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 294821608 Common stock | $-4.1K | -366 -3.09% | 11,486 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 78464A847 Common stock | $-5.6K | -83 -0.75% | 11,038 0.38% of portfolio | low |
| Q2 2026 as of | Add | PHK PIMCO High Income Fund Closed-End Fund | $7.5K | +2K +5.84% | 29,090 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 46137V332 Common stock | $-8.3K | -249 -3.70% | 6,473 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 46434V456 Common stock | $-9.5K | -192 -2.18% | 8,608 0.22% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-9.6K | -58 -1.95% | 2,915 0.25% of portfolio | low |
| Q2 2026 as of | Trim | 78470P630 Common stock | $-10.2K | -348 -1.23% | 28,005 0.42% of portfolio | low |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-10.3K | -107 -1.75% | 6,001 0.30% of portfolio | low |
| Q2 2026 as of | Trim | 92189F437 Common stock | $-11.1K | -378 -4.17% | 8,676 0.13% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $11.4K | +27 +1.63% | 1,685 0.36% of portfolio | low |
| Q2 2026 as of | Add | Dte Energy Co Common stock | $13.6K | +89 +4.60% | 2,025 0.16% of portfolio | low |
| Q2 2026 as of | Add | Wec Energy Group, Inc. Common stock | $14.0K | +120 +3.10% | 3,986 0.24% of portfolio | low |
| Q2 2026 as of | Trim | AT&T Inc. Common stock | $-14.9K | -718 -4.36% | 15,749 0.17% of portfolio | low |
| Q2 2026 as of | Add | T Rowe Price Group Inc Common stock | $15.6K | +137 +2.77% | 5,080 0.30% of portfolio | low |
| Q2 2026 as of | Trim | 97717W109 Common stock | $-16.1K | -173 -3.84% | 4,333 0.21% of portfolio | low |
| Q2 2026 as of | Add | LyondellBasell Industries N.V. Common stock | $16.4K | +311 +4.85% | 6,724 0.18% of portfolio | low |
| Q2 2026 as of | Add | 26923N660 Common stock | $19.5K | +858 +1.05% | 82,668 0.97% of portfolio | low |
| Q2 2026 as of | Trim | 92206C870 Common stock | $-20.3K | -246 -3.24% | 7,354 0.31% of portfolio | low |
| Q2 2026 as of | Add | 78470P507 Common stock | $20.7K | +806 +1.13% | 71,825 0.95% of portfolio | low |
| Q2 2026 as of | Add | PPL Corp Common stock | $23.7K | +651 +8.68% | 8,153 0.15% of portfolio | low |
| Q2 2026 as of | Add | OGE Energy Corp Common stock | $25.2K | +518 +7.87% | 7,099 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Omnicom Group Inc. Common stock | $-25.6K | -351 -8.10% | 3,980 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 98149E303 Common stock | $-26.7K | -336 -10.47% | 2,872 0.12% of portfolio | low |
| Q2 2026 as of | Add | 921937827 Common stock | $26.7K | +343 +4.04% | 8,823 0.35% of portfolio | low |
| Q2 2026 as of | Add | 78464A664 Common stock | $27.4K | +1K +2.33% | 45,990 0.62% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-27.9K | -127 -4.29% | 2,832 0.32% of portfolio | low |
| Q2 2026 as of | Add | 808524888 Common stock | $28.9K | +601 +6.18% | 10,321 0.26% of portfolio | low |
| Q2 2026 as of | Add | 808524870 Common stock | $29.0K | +1K +10.30% | 11,701 0.16% of portfolio | low |
| Q2 2026 as of | Add | 78463X871 Common stock | $30.7K | +702 +5.76% | 12,890 0.29% of portfolio | low |
| Q2 2026 as of | Add | Pinnacle West Capital Corp Common stock | $33.4K | +312 +11.45% | 3,037 0.17% of portfolio | low |
| Q2 2026 as of | Trim | 922042874 Common stock | $-36.8K | -416 -14.04% | 2,548 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Huntington Bancshares Inc /Md Common stock | $-40.2K | -2K -11.19% | 18,003 0.16% of portfolio | low |
| Q2 2026 as of | Add | Exelon Corp Common stock | $40.3K | +864 +14.61% | 6,776 0.16% of portfolio | low |
| Q2 2026 as of | Add | 46434V647 Common stock | $41.5K | +2K +12.91% | 13,131 0.19% of portfolio | low |
| Q2 2026 as of | Trim | CVS HEALTH Corp Common stock | $-46.3K | -448 -10.77% | 3,710 0.20% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-46.4K | -63 -1.72% | 3,610 1.37% of portfolio | low |
| Q2 2026 as of | Add | 92189H300 Common stock | $47.0K | +2K +15.10% | 14,014 0.18% of portfolio | low |
| Q2 2026 as of | Add | Skyworks Solutions, Inc. Common stock | $47.8K | +705 +18.98% | 4,419 0.15% of portfolio | low |
| Q2 2026 as of | Trim | Dominion Energy, Inc Common stock | $-51.8K | -759 -12.12% | 5,505 0.19% of portfolio | low |
| Q2 2026 as of | Add | 78468R663 Common stock | $53.3K | +582 +21.21% | 3,326 0.16% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-54.6K | -399 -12.78% | 2,724 0.19% of portfolio | low |
| Q2 2026 as of | Add | Eversource Energy Common stock | $56.4K | +781 +17.01% | 5,373 0.20% of portfolio | low |
| Q2 2026 as of | Add | 25434V823 Common stock | $64.2K | +2K +23.15% | 13,048 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Truist Financial Corp Common stock | $-69.1K | -1K -17.46% | 6,551 0.17% of portfolio | low |