Intergy Private Wealth, LLC's ownership history for MA

Intergy Private Wealth, LLC currently holds 501 shares with a market value of $250.3K. It started holding MA on 2025-06-30. At its peak, it held 501 shares on 2026-03-31. Its highest holding value was $251.2K on 2025-12-31. At its lowest, it held 386 shares on 2025-09-30, with a value of $219.6K on 2025-09-30. In the recent 180 days, Intergy Private Wealth, LLC has increased its shares by 115.