Intergy Private Wealth, LLC Spdr Portfolio Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 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 92,226 shares of SPYG stock, worth $7.05 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
92,226
Previous 93,855
1.74%
Holding current value
$7.05 Million
Previous $8.25 Million
10.43%
% of portfolio
2.84%
Previous 3.11%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.6 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.54 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.29 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$936 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$623 Million0.19% of portfolio