Zynergy Retirement Planning Llc Alps ETF Tr Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 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 $78,369. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,814
Previous 2,550
10.35%
Holding current value
$78,369
Previous $64.8 Million
26.63%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding REIT
# of Institutions
17Shares Held
368KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC121KShares$3.38 Million0.88% of portfolio
-
Advisor Os, LLC94.5KShares$2.63 Million0.28% of portfolio
-
Kestra Private Wealth Services, LLC25.9KShares$720,7020.01% of portfolio
-
Gts Securities LLC New York, NY25.1KShares$697,8370.0% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA24.2KShares$674,1920.03% of portfolio