Intergy Private Wealth, LLC Spdr Portfolio Transaction History
Intergy Private Wealth, LLC
- $290 Million
- Q2 2025
A detailed history of Intergy Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 91,980 shares of SPYG stock, worth $9.63 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
91,980
Previous 92,226
0.27%
Holding current value
$9.63 Million
Previous $7.39 Million
18.65%
% of portfolio
3.02%
Previous 2.84%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,317Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.97 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.02 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.07 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.03 Billion0.24% of portfolio