Intergy Private Wealth, LLC Spdr Portfolio Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q3 2024
A detailed history of Intergy Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 93,854 shares of SPYG stock, worth $7.88 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
93,854
Previous 94,054
0.21%
Holding current value
$7.88 Million
Previous $7.54 Million
3.29%
% of portfolio
3.0%
Previous 3.14%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,086Shares Held
292MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.52 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.76 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.09 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.01 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$629 Million0.17% of portfolio