Intergy Private Wealth, LLC Purchases and Sells in Q2 2024

Intergy Private Wealth, LLC

$240 Million
Q2 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	20.4K + 151.76%	$87.78 - $94.67 $1.79M - $1.93M	33.9K $3.11M
VEA	21.8K + 6.74%	$47.83 - $51.21 $1.04M - $1.12M	346K $17.1M
AGG	6.86K + 50.08%	$95.11 - $97.92 $653K - $672K	20.6K $2M
AAPL	401 + 3.16%	$165.0 - $216.67 $66.2K - $86.9K	13.1K $2.76M
BIV	6.14K + 9.4%	$73.13 - $75.43 $449K - $463K	71.5K $5.35M
SCHD	15.6K + 5.41%	$75.81 - $80.15 $1.18M - $1.25M	304K $23.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
V	1.56K New	$262.47 - $281.5 $410K - $440K	1.56K $409K
NVS	2.22K New	$92.57 - $107.37 $206K - $239K	2.22K $236K
MS	2.32K New	$86.19 - $101.53 $200K - $236K	2.32K $225K
FALN	8.5K New	$26.01 - $26.68 $221K - $227K	8.5K $222K
CSCO	4.44K New	$45.52 - $50.04 $202K - $222K	4.44K $210K
CVX	1.31K New	$152.57 - $166.33 $200K - $218K	1.31K $204K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICF	-105K - 88.7%	$52.54 - $57.29 $5.53M - $6.03M	13.4K $768K
SUB	-7.36K - 39.54%	$104.04 - $104.8 $765K - $771K	11.2K $1.18M
MINT	-6.67K - 21.49%	$100.13 - $100.67 $668K - $671K	24.4K $2.45M
SPYV	-284 - 0.23%	$47.37 - $50.09 $13.5K - $14.2K	123K $5.98M
BSV	-2.36K - 29.94%	$75.81 - $76.76 $179K - $181K	5.53K $423K
IQLT	-712 - 0.53%	$37.62 - $40.69 $26.8K - $29K	133K $5.21M

Activity Summary All Purchases 51 New Holdings 7 Increased Positions 44 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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