Intergy Private Wealth, LLC recently submitted its 13F-HR filing with the Securities and Exchange Commission, indicating significant changes in its investment portfolio. The filing provides insights into the firm’s holdings, including new positions, increased stakes, and stocks that have been sold off. This information is crucial for investors and analysts looking to understand Intergy Private Wealth’s investment strategy and market outlook.
Intergy Private Wealth, LLC is a financial advisory firm based in the United States. With a focus on wealth management, the company offers a range of services to individual and institutional clients. For more information about Intergy Private Wealth, LLC, please visit their website: Intergy Private Wealth.
The 13F-HR form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings, providing transparency into their investment decisions. By analyzing 13F filings, investors can gain valuable insights into the strategies of institutional investors like Intergy Private Wealth, LLC.
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Intergy Private Wealth, LLC Submits 13F-HR Form to SEC (Filer 0001911342)
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