Zynergy Retirement Planning Llc Flexshares Tr Iboxx 5 Yr Targe Put Options Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding TDTF
# of Institutions
61Shares Held
25.9MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL13.6MShares$320 Million0.05% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.24MShares$99.6 Million1.28% of portfolio
-
Wealth Architects, LLC2.41MShares$56.7 Million6.86% of portfolio
-
Capital Analysts, LLC Fort Washington, PA2.16MShares$50.7 Million2.12% of portfolio
-
Lake Point Wealth Management537KShares$12.6 Million7.7% of portfolio