ZynergyRetirementPlanningLLC

Q2 2025 13F Holdings

Location
Red Bank, NJ
Holdings as of
6/30/2025
Value ($000)
$149,077
Num holdings
25
Date filed
9/4/2025
Form type
13F-HR
Prev filing
4/24/2025
Next filing
10/8/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type