Zynergy Retirement Planning Llc Vanguard Financial ETF Transaction History
Zynergy Retirement Planning Llc
- $141 Billion
- Q1 2025
A detailed history of Zynergy Retirement Planning Llc transactions in Vanguard Financial ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 5,091 shares of VFH stock, worth $642,178. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,091
Previous 5,143
1.01%
Holding current value
$642,178
Previous $565 Million
6.34%
% of portfolio
0.43%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
781Shares Held
54.2MCall Options Held
87.9KPut Options Held
43.3K-
Bank Of America Corp Charlotte, NC23MShares$2.9 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.63MShares$457 Million0.03% of portfolio
-
Ubs Group Ag1.91MShares$241 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.66MShares$210 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.22MShares$153 Million3.5% of portfolio