Intergy Private Wealth, LLC Vanguard Small Cap ETF Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,135 shares of VB stock, worth $474,461. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,135
Previous 2,250
5.11%
Holding current value
$474,461
Previous $514,000
9.53%
% of portfolio
0.19%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,025Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.27 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.6 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.56 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.11 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$977 Million0.24% of portfolio