Zynergy Retirement Planning Llc Alps ETF Tr Transaction History
Zynergy Retirement Planning Llc
- $141 Billion
- Q1 2025
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 $73,529. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,814
Previous 2,814
-0.0%
Holding current value
$73,529
Previous $82.1 Million
6.58%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding REIT
# of Institutions
18Shares Held
311KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC121KShares$3.17 Million0.88% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA55.3KShares$1.44 Million0.05% of portfolio
-
Kestra Private Wealth Services, LLC26KShares$678,9610.01% of portfolio
-
Arbor Capital Management Inc Anchorage, AK24.8KShares$648,9380.72% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL24.6KShares$641,7260.05% of portfolio