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Name: |
Intergy Private Wealth LLC |
City: |
COLORADO SPRINGS |
State: |
CO |
Zip: |
80903 |
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Holdings
Found :
4 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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TLT |
iShares Tr Lehman 20+yr Tres |
33 |
New |
$90.74 |
$1,274,000 |
13,461 |
0.52% |
1,274,000 |
13,461 |
0.001 |
Closed - End Fund - E... |
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CGMU |
Capital Group Municipal Inc... |
63 |
New |
$0.00 |
$387,000 |
14,339 |
0.16% |
387,000 |
14,339 |
0.016 |
N/A |
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IJK |
iShares S&P mC400/BARRA GR |
76 |
New |
$89.75 |
$215,000 |
2,356 |
0.09% |
215,000 |
2,356 |
0.002 |
Closed - End Fund - E... |
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TMO |
Thermo Fisher Scientific |
77 |
New |
$572.87 |
$203,000 |
350 |
0.08% |
203,000 |
350 |
0 |
Medical Laboratories ... |
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