Intergy Private Wealth, LLC Vanguard Specialized Funds Van Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
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 34,936 shares of VNQ stock, worth $3.08 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
34,936
Previous 34,784
0.44%
Holding current value
$3.08 Million
Previous $3.1 Million
1.16%
% of portfolio
1.2%
Previous 1.17%
Shares
14 transactions
Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
234MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.31 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.04 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$906 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$845 Million0.07% of portfolio