Zacks Trust shares owned by Retirement Wealth Solutions
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Retirement Wealth Solutions
from 13F filings
Historical chart of Retirement Wealth Solutions investment in Zacks Trust
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All positions including Zacks Trust held by Retirement Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $13k | 398 | 32.79 |
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