Intergy Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 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 71,465 shares of BIV stock, worth $5.61 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
71,465
Previous 65,322
9.4%
Holding current value
$5.61 Million
Previous $4.93 Million
8.67%
% of portfolio
2.23%
Previous 2.03%
Shares
11 transactions
Others Institutions Holding BIV
# of Institutions
867Shares Held
149MCall Options Held
5.9KPut Options Held
13.2K-
Envestnet Asset Management Inc16.5MShares$1.3 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$680 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$606 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$553 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$494 Million0.04% of portfolio