Intergy Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Intergy Private Wealth, LLC
- $316 Million
- Q3 2025
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 75,898 shares of BIV stock, worth $5.91 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
75,898
Previous 73,195
3.69%
Holding current value
$5.91 Million
Previous $5.66 Million
4.7%
% of portfolio
1.87%
Previous 1.95%
Shares
16 transactions
Others Institutions Holding BIV
# of Institutions
1,031Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
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Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
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Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio