Intergy Private Wealth, LLC
Q2 2023 13F Holdings
Location
Colorado Springs, CO
Holdings as of
6/30/2023
Value ($000)
$204,202
Num holdings
73
Date filed
8/11/2023
Form type
13F-HR
Prev filing
5/3/2023
Next filing
10/19/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q1
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2023 Q3
2023 Q1
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2022 Q2
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2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type