Zynergy Retirement Planning Llc Ishares Tr Transaction History
Zynergy Retirement Planning Llc
- $163 Billion
- Q4 2025
A detailed history of Zynergy Retirement Planning Llc transactions in Ishares Tr stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 940 shares of ITA stock, worth $193,583. This represents 0.12% of its overall portfolio holdings.
Number of Shares
940
Previous 964
2.49%
Holding current value
$193,583
Previous $202 Million
0.04%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding ITA
# of Institutions
998Shares Held
32.4MCall Options Held
654KPut Options Held
535K-
Envestnet Asset Management Inc4.78MShares$984 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$582 Million0.18% of portfolio
-
Morgan Stanley New York, NY2.82MShares$581 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.76MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$231 Million0.05% of portfolio