Zynergy Retirement Planning Llc Alps ETF Tr Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Alps ETF Tr stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 2,814 shares of REIT stock, worth $80,789. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,814
Previous 2,550
10.35%
Holding current value
$80,789
Previous $64.8 Million
26.63%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding REIT
# of Institutions
16Shares Held
349KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC116KShares$3.33 Million0.89% of portfolio
-
Advisor Os, LLC94.5KShares$2.71 Million0.28% of portfolio
-
Kestra Private Wealth Services, LLC25.9KShares$742,9570.01% of portfolio
-
Gts Securities LLC New York, NY25.1KShares$719,3860.0% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA24.2KShares$695,0110.03% of portfolio