Intergy Private Wealth, LLC's ownership history for CGMU

Intergy Private Wealth, LLC currently holds 34.9K shares with a market value of $952.6K. It started holding CGMU on 2024-09-30. At its peak, it held 38.0K shares on 2024-12-31. Its highest holding value was $1.0M on 2024-12-31. At its lowest, it held 33.2K shares on 2025-06-30, with a value of $884.9K on 2025-06-30. In the recent 180 days, Intergy Private Wealth, LLC has increased its shares by 574. In the recent year, Intergy Private Wealth, LLC has decreased its shares by 2.3K.