Zacks Trust shares owned by Atria Investments
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 9.3k | 37.35 |
| 2025-06-30 | $323k | 9.5k | 33.89 |
| 2025-03-31 | $295k | 9.8k | 30.26 |
| 2024-12-31 | $314k | 9.5k | 33.18 |
| 2024-09-30 | $278k | 8.4k | 33.10 |
| 2024-06-30 | $259k | 8.5k | 30.49 |