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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

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00113.05k13.0505k13.051k13.0515k13.052k397397.5398398.5399
Value ($)Share countHistorical SMIZ position of Retirement Wealth Solutions Source: stockzoa.comValue ($)Share count

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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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Quarterly reported holdings in Zacks Trust by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $13k 398 32.79