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 $253,530. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,459
Previous 1,459
-0.0%
Holding current value
$253,530
Previous $216 Million
17.67%
% of portfolio
0.18%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$180 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$117 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$107 Million0.05% of portfolio