Intergy Private Wealth, LLC Ishares Barclays Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,504 shares of IEF stock, worth $238,105. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,504
Previous 2,358
6.19%
Holding current value
$238,105
Previous $231,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,102Shares Held
279MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.68 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.54 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.16 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.11 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$916 Million0.6% of portfolio