Zynergy Retirement Planning Llc Vanguard Utilities ETF Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 1,459 shares of VPU stock, worth $249,197. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,459
Previous 1,459
-0.0%
Holding current value
$249,197
Previous $216 Million
17.67%
% of portfolio
0.18%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
574Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$181 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$177 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$168 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$115 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$106 Million0.01% of portfolio