Intergy Private Wealth, LLC Ishares Short Term National Mu Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q3 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 11,189 shares of SUB stock, worth $1.18 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
11,189
Previous 11,247
0.52%
Holding current value
$1.18 Million
Previous $1.18 Million
1.11%
% of portfolio
0.46%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding SUB
# of Institutions
834Shares Held
69MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio