Intergy Private Wealth, LLC Vanguard Growth ETF Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q3 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 22,051 shares of VUG stock, worth $9.38 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
22,051
Previous 21,513
2.5%
Holding current value
$9.38 Million
Previous $8.05 Million
5.22%
% of portfolio
3.26%
Previous 3.35%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.6 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.85 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.88 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.52 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio