Number of Shares
305.00
Current Holdings Value*
$251,900.00
% of Portfolio
0.1%
Total Estimate Gain
$-18,415.90
% of Total Estimate Gain
-7.26%

Intergy Private Wealth, LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Intergy Private Wealth, LLC held 305.00 shares of Eli Lilly and Co(LLY), totaling $251,900.00. This investment constitutes 0.1% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2025Q1. And since then Intergy Private Wealth, LLC has made 1 purchases of LLY, at an average price of $832.09, for a total of 305.00 shares. Based on historical transaction data and LLY's current price of $771.71, Intergy Private Wealth, LLC's estimated gain on his LLY holdings is $-18,415.90, reflecting a -7.26% gain to date.

Intergy Private Wealth, LLC LLY ($771.71) Holding Chart

Intergy Private Wealth, LLC LLY ($771.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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