Zynergy Retirement Planning Llc Vanguard Financial ETF Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
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 5,143 shares of VFH stock, worth $619,885. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,143
Previous 5,187
0.85%
Holding current value
$619,885
Previous $518 Million
9.11%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
671Shares Held
51.1MCall Options Held
59.5KPut Options Held
10.6K-
Bank Of America Corp Charlotte, NC23.5MShares$2.84 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$333 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$211 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$183 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$169 Million0.03% of portfolio