Zynergy Retirement Planning Llc Usaa ETF Tr Core Intermediate Call Options Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UITB
# of Institutions
115Shares Held
43.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$856 Million0.89% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.57MShares$308 Million0.06% of portfolio
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United Services Automobile Association San Antonio, TX2.15MShares$101 Million2.66% of portfolio
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Morgan Stanley New York, NY2.11MShares$98.8 Million0.01% of portfolio
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Orion Portfolio Solutions, LLC1.57MShares$73.6 Million0.8% of portfolio