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Zacks Trust shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $19M 561k 33.18
2024-09-30 $14M 411k 33.08
2024-06-30 $11M 366k 30.49
2024-03-31 $6.3M 199k 31.64

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Mid Cap Growth Etf Etf (VOT)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Active Value Etf Etf (JAVA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Growth Etf Etf (JGRO)
Apple Stock (AAPL)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small Cap Growth Etf Etf (VBK)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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View all funds holding Zacks Trust