Zacks Trust shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Zacks Trust
Tip: Access up to 7 years of quarterly data
All positions including Zacks Trust held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Zacks Trust by Arete Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.3M | 46k | 28.57 |