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Zacks Trust shares owned by Alteri Wealth

Quarter-by-quarter ownership of Zacks Trust (QUIZ) shares owned by Alteri Wealth from 13F filings

Historical chart of Alteri Wealth investment in Zacks Trust

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

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Quarterly reported holdings in Zacks Trust by Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $901M 34k 26523.29

More positions owned by Alteri Wealth

Apple Stock (AAPL)
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Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Walmart Stock (WMT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Exxon Mobil Corp Stock (XOM)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Bank America Corp Stock (BAC)
Intel Corp Stock (INTC)
Amgen Stock (AMGN)
Meta Platforms Inc Cl A Stock (META)
State Street Blackstone Senior Loan Etf Etf (SRLN)
Tesla Stock (TSLA)

View all positions for Alteri Wealth

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View all funds holding Zacks Trust