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Venu Hldg Corp shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Venu Hldg Corp (VENU) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Venu Hldg Corp

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All positions including Venu Hldg Corp held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Venu Hldg Corp by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 72k 3.31
2025-12-31 $592k 70k 8.42

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Intergy Private Wealth

Top funds holding Venu Hldg Corp

Vanguard Group
Citadel Advisors
BlackRock
First Western Trust Bank
Geode Capital Management
Fort Point Capital Partners
Bleichroeder
Bard Associates
Charles Schwab Investment Management
Goldman Sachs Group
State Street Corporation
Marshall Wace
Colony
Willis Investment Counsel
Altus Wealth Group

View all funds holding Venu Hldg Corp