Intergy Private Wealth, LLC Vanguard Mid Cap ETF Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 7,672 shares of VO stock, worth $1.93 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
7,672
Previous 7,614
0.76%
Holding current value
$1.93 Million
Previous $1.9 Million
2.37%
% of portfolio
0.77%
Previous 0.79%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio