Intergy Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
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 74,498 shares of BIV stock, worth $5.71 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
74,498
Previous 72,307
3.03%
Holding current value
$5.71 Million
Previous $5.67 Million
1.75%
% of portfolio
2.1%
Previous 2.18%
Shares
13 transactions
Others Institutions Holding BIV
# of Institutions
989Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$939 Million0.21% of portfolio
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Northwestern Mutual Wealth Management CO8.3MShares$636 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY7.73MShares$592 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$481 Million0.04% of portfolio