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Zacks Trust shares owned by LPL Financial

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Zacks Trust

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All positions including Zacks Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 7.5k 28.10

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Zacks Trust

Advisory Services Network
Arete Wealth Advisors
Accurate Wealth Management
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Virtue Capital Management
Kowal Investment Group
Private Advisor
LifePro Asset Management
Continental Investors Services
Eqis Capital Management
Ignite Planners
Ethos Financial Group
Susquehanna International
LPL Financial
Nelson, Van Denburg & Campbell Wealth Management

View all funds holding Zacks Trust