ZynergyRetirementPlanningLLC
Q4 2024 13F Holdings
Location
Red Bank, NJ
Holdings as of
12/31/2024
Value ($000)
$141,925
Num holdings
111
Date filed
1/23/2025
Form type
13F-HR
Prev filing
11/7/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
2024 Q3
2024 Q2
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Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type