Intergy Private Wealth, LLC

Q2 2025 13F Holdings

Location
Colorado Springs, CO
Holdings as of
6/30/2025
Value ($000)
$293,081
Num holdings
101
Date filed
7/23/2025
Form type
13F-HR
Prev filing
4/11/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type