Zacks Trust shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Zacks Trust (GROZ) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Zacks Trust
Tip: Access up to 7 years of quarterly data
All positions including Zacks Trust held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Zacks Trust by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 11k | 29.34 |
| 2025-06-30 | $379k | 14k | 26.49 |
| 2025-03-31 | $293k | 13k | 22.30 |
| 2024-12-31 | $511k | 21k | 24.79 |