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Zacks Trust shares owned by Westside Investment Management

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $62k 2.0k 31.51
2024-06-30 $60k 2.0k 30.49
2024-03-31 $57k 1.8k 31.43