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 $607,388. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,143
Previous 5,187
0.85%
Holding current value
$607,388
Previous $518 Million
9.11%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
688Shares Held
52.3MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.76 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$325 Million0.02% of portfolio
-
Ubs Group Ag1.88MShares$222 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$179 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$161 Million0.03% of portfolio