Zacks Trust shares owned by Alteri Wealth
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 | $1.4B | 39k | 36990.01 |
| 2025-09-30 | $1.4B | 37k | 37350.01 |
| 2025-06-30 | $814M | 24k | 33890.01 |
| 2025-03-31 | $297M | 9.8k | 30256.37 |