Who owns ZACKS TRUST?
- Ticker: ZECP
- CUSIP Number: 98888g105
Tip: Access positions for across all investors
Analyze quarterly positions in Zacks Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Zacks Trust stock
Who bought or sold ZACKS TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Advisory Services Network | 385k | $10M | 61% | Dec 2023 |
|
Wayfinding Financial | 343k | $9.0M | -2% | Dec 2023 |
|
Accurate Wealth Management | 294k | $7.7M | 0% | Dec 2023 |
|
Arete Wealth Advisors | 130k | $3.4M | 100% | Dec 2023 |
|
Kowal Investment Group | 123k | $3.5M | 35% | Mar 2024 |
|
Private Advisor | 75k | $1.9M | -3% | Dec 2023 |
|
LifePro Asset Management | 49k | $1.3M | 14% | Dec 2023 |
|
Ethos Financial Group | 19k | $506k | 0% | Dec 2023 |
|
Ignite Planners | 15k | $426k | 40% | Mar 2024 |
|
Nelson, Van Denburg & Campbell Wealth Management | 11k | $283k | -86% | Dec 2023 |
|
Gts Securities | 7.9k | $206k | 100% | Dec 2023 |
|
Raleigh Capital Management | 2.6k | $69k | 1% | Dec 2023 |
|
Harbour Investments | 400.00 | $10k | 100% | Dec 2023 |
|
UBS Group | 199.00 | $5.2k | 100% | Dec 2023 |
|
DHJJ Financial Advisors | 2.00 | $57.000000 | 100% | Mar 2024 |
|
Who sold out of Zacks Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Zacks Investment Management | Sep 2023 | 975k | $23M |
Castle Rock Wealth Management | Sep 2023 | 36k | $847k |
Citadel Advisors | Sep 2023 | 20k | $488k |