Zynergy Retirement Planning Llc Alps ETF Tr Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Alps ETF Tr stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 2,814 shares of REIT stock, worth $79,692. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,814
Previous 2,550
10.35%
Holding current value
$79,692
Previous $64.8 Million
26.63%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding REIT
# of Institutions
14Shares Held
287KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC116KShares$3.28 Million0.89% of portfolio
-
Advisor Os, LLC94.5KShares$2.68 Million0.28% of portfolio
-
Kestra Private Wealth Services, LLC26.7KShares$756,7950.01% of portfolio
-
Arbor Capital Management Inc Anchorage, AK21KShares$594,2100.59% of portfolio
-
Fermata Advisors, LLC Sonoma, CA9.35KShares$264,7070.06% of portfolio