Intergy Private Wealth, LLC Purchases and Sells in Q3 2024

Intergy Private Wealth, LLC

$260 Million
Q3 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	5.22K + 1.72%	$77.02 - $85.06 $402K - $444K	309K $26.1M
VEA	6.8K + 1.97%	$47.6 - $53.31 $324K - $363K	352K $18.6M
QQQ	202 + 0.17%	$434.77 - $502.96 $87.8K - $102K	118K $57.6M
SCHF	10.2K + 4.0%	$36.98 - $41.55 $377K - $423K	265K $10.9M
AVDV	1.7K + 1.25%	$62.52 - $71.12 $106K - $121K	137K $9.69M
AGG	7.86K + 38.23%	$96.25 - $101.98 $757K - $802K	28.4K $2.88M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGSB	4.88K New	$51.02 - $52.74 $249K - $257K	4.88K $256K
HD	622 New	$333.64 - $405.2 $208K - $252K	622 $252K
DUK	2.02K New	$99.35 - $117.71 $200K - $237K	2.02K $232K
IEF	2.36K New	$92.67 - $99.14 $219K - $234K	2.36K $231K
PM	1.88K New	$101.25 - $127.45 $190K - $239K	1.88K $228K
NEE	2.57K New	$69.9 - $84.97 $179K - $218K	2.57K $216K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-20 - 0.89%	$109.72 - $119.0 $2.19K - $2.38K	2.24K $261K
SUB	-58 - 0.52%	$104.3 - $106.3 $6.05K - $6.17K	11.2K $1.19M
VWO	-63 - 0.81%	$41.9 - $48.26 $2.64K - $3.04K	7.76K $371K
SPY	-26 - 1.51%	$517.38 - $573.86 $13.5K - $14.9K	1.69K $972K
VTI	-132 - 2.83%	$255.18 - $283.2 $33.7K - $37.4K	4.53K $1.28M
IJH	-14 - 0.12%	$57.32 - $62.65 $802 - $877	11.7K $731K

Activity Summary All Purchases 65 New Holdings 9 Increased Positions 56 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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