Zacks Trust shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.8M | 255k | 26.83 |
| 2023-12-31 | $7.7M | 294k | 26.20 |
| 2023-09-30 | $7.2M | 294k | 24.52 |
| 2023-06-30 | $4.4M | 173k | 25.17 |
| 2023-03-31 | $938k | 39k | 23.77 |
| 2022-12-31 | $115k | 5.0k | 23.30 |
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