Intergy Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 74,498 shares of BIV stock, worth $5.6 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
74,498
Previous 72,307
3.03%
Holding current value
$5.6 Million
Previous $5.67 Million
1.75%
% of portfolio
2.1%
Previous 2.18%
Shares
13 transactions
Others Institutions Holding BIV
# of Institutions
924Shares Held
160MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$583 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$581 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$555 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$467 Million0.04% of portfolio