Zynergy Retirement Planning Llc Vanguard Specialized Funds Van Transaction History
Zynergy Retirement Planning Llc
- $141 Billion
- Q1 2025
A detailed history of Zynergy Retirement Planning Llc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 2,010 shares of VNQ stock, worth $179,533. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,010
Previous 2,085
3.6%
Holding current value
$179,533
Previous $203 Million
11.85%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,933Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio