Zynergy Retirement Planning Llc Alps ETF Tr Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q4 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 $79,411. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,814
Previous 2,814
-0.0%
Holding current value
$79,411
Previous $82.1 Million
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding REIT
# of Institutions
18Shares Held
372KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC121KShares$3.42 Million0.88% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA117KShares$3.3 Million0.12% of portfolio
-
Kestra Private Wealth Services, LLC26KShares$733,2680.01% of portfolio
-
Arbor Capital Management Inc Anchorage, AK24.8KShares$700,8430.72% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL24.6KShares$693,0540.05% of portfolio