ZynergyRetirementPlanningLLC
PensionPosition in REIT — ALPS Active REIT ETF
CIK 2031137
RED BANK, NJ
All Filings in REIT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 REIT | $76,822 | 2,814 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 REIT | $76,709 | 2,814 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 REIT | $82,112 | 2,814 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 REIT | $64,846 | 2,550 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||