Intergy Private Wealth, LLC SPYV Holdings History
Intergy Private Wealth, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 122,271.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $6.24 Mil. This investment constitutes 2.37% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q2. And since then Intergy Private Wealth, LLC has made 5 purchases of SPYV, at an average price of $38.18, for a total of 124,887.00 shares. In addition, there have been 6 sales at an average price of $43.91 for 2,616.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Intergy Private Wealth, LLC's estimated gain on his SPYV holdings is $1.81 Mil, reflecting a 37.97% gain to date.
Intergy Private Wealth, LLC SPYV ($52.87) Holding Chart
Intergy Private Wealth, LLC SPYV ($52.87) 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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