Intergy Private Wealth, LLC's ownership history for SPY

Intergy Private Wealth, LLC currently holds 1.7K shares with a market value of $1.2M. It started holding SPY on 2024-09-30. At its peak, it held 1.8K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 1.7K shares on 2025-06-30, with a value of $971.9K on 2024-09-30. In the recent 180 days, Intergy Private Wealth, LLC has increased its shares by 70. In the recent year, Intergy Private Wealth, LLC has increased its shares by 55.