Zacks Trust shares owned by Alteri Wealth
Historical chart of Alteri Wealth investment in Zacks Trust
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All positions including Zacks Trust held by Alteri Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Zacks Trust by Alteri Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6B | 76k | 33620.01 |
| 2025-06-30 | $1.6B | 50k | 31910.00 |
| 2025-03-31 | $653M | 22k | 30090.01 |