Intergy Private Wealth, LLC Portfolio Holdings
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
Intergy Private Wealth, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $240 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $56.5M, Schwab Strategic Tr Us Dividen with a value of $23.6M, Vanguard Ftse Developed Market with a value of $17.1M, Schwab Strategic Tr Intl Eqty with a value of $9.8M, and Vanguard Large Cap ETF with a value of $9.28M.
Examining the 13F form we can see an decrease of $2.11M in the current position value, from $242M to 240M.
Below you can find more details about Intergy Private Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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