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  Name: Intergy Private Wealth LLC
  City: COLORADO SPRINGS
  State: CO
  Zip: 80903
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $243,084,000
  Total Value Change : $11,740,000
  Securities Held Change : 5
   
All Securities Held : 78
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 36
  Unchanged Positions : 12
  Decreased Positions : 25

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Holdings Found : 1     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 78 Closed $99.60 $0 0 0% -204,000 -2,018 0    Drug Manufacturers - ...
      1 Records Found
  1    
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