Intergy Private Wealth, LLC Vanguard Total World Stk Index Call Options Transaction History

Intergy Private Wealth, LLC

$260 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.4 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$495 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$479 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$288 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$286 Million
4.91% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.