Intergy Private Wealth, LLC Ishares Short Term National Mu Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 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 11,247 shares of SUB stock, worth $1.19 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
11,247
Previous 18,602
39.54%
Holding current value
$1.19 Million
Previous $1.95 Million
39.68%
% of portfolio
0.49%
Previous 0.8%
Shares
9 transactions
Others Institutions Holding SUB
# of Institutions
811Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$740 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$655 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$639 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$381 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio