Zacks Trust shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5k | 40 | 37.00 |
| 2025-09-30 | $14k | 372 | 37.35 |
| 2025-06-30 | $13k | 372 | 33.89 |
| 2025-03-31 | $10k | 332 | 30.26 |
More positions owned by Steward Partners Investment Advisory
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