Intergy Private Wealth, LLC Purchases in Q3 2024

Intergy Private Wealth, LLC

Stock	Shares change	Price Range	Shares Held
TMO Thermo Fisher Scientific Inc. Healthcare	15 + 4.04%	$531.86 - $624.21 $7.98K - $9.36K	386 $238K
CSCO Cisco Systems, Inc. Technology	109 + 2.46%	$44.74 - $53.22 $4.88K - $5.8K	4.55K $241K
SHV Ishares Tr ETFs	280 + 9.2%	$110.05 - $110.63 $30.8K - $31K	3.32K $367K
MSFT Microsoft Corp Technology	154 + 6.58%	$395.15 - $467.56 $60.9K - $72K	2.5K $1.07M
BSV Vanguard Bd Index Fd Inc Short ETFs	102 + 1.85%	$76.38 - $78.87 $7.79K - $8.04K	5.63K $442K
FALN Ishares Tr Fallen Angels Usd B ETFs	240 + 2.82%	$26.01 - $27.41 $6.24K - $6.58K	8.74K $238K
LYG Lloyds Banking Group PLC Financial Services	2.44K + 23.01%	$2.73 - $3.17 $6.67K - $7.74K	13.1K $40K
BAC Bank Of America Corp Financial Services	200 + 2.58%	$36.65 - $44.13 $7.33K - $8.83K	7.94K $315K
JMST Jp Morgan Ultra Short Mun Inco ETFs	78 + 0.38%	$50.61 - $50.96 $3.95K - $3.97K	20.5K $1.04M
GOOGL Alphabet Inc. Communication Services	233 + 11.44%	$148.65 - $191.18 $34.6K - $44.5K	2.27K $376K
MUB Ishares National Muni Bond ETF ETFs	6 + 0.25%	$106.13 - $108.7 $637 - $652	2.39K $259K
CGMU Capital Group Core Plus Income	570 + 1.55%	N/A	37.2K $0
THYF T Rowe Price Exchange Traded F	155 + 0.54%	N/A	29.1K $0
MRK Merck & Co., Inc. Healthcare	80 + 2.61%	$111.15 - $128.97 $8.89K - $10.3K	3.14K $356K
GOOG Alphabet Inc. Communication Services	156 + 4.41%	$149.54 - $192.66 $23.3K - $30.1K	3.69K $617K

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