Intergy Private Wealth, LLC Vanguard Specialized Funds Van Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 32,713 shares of VNQ stock, worth $3.11 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
32,713
Previous 30,849
6.04%
Holding current value
$3.11 Million
Previous $2.67 Million
2.74%
% of portfolio
1.14%
Previous 1.1%
Shares
11 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio