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Zacks Trust shares owned by Atria Investments

Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Zacks Trust

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All positions including Zacks Trust held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $820k 24k 33.62
2025-06-30 $837k 26k 31.91
2025-03-31 $806k 27k 30.09
2024-12-31 $787k 26k 30.45
2024-09-30 $701k 23k 30.84
2024-06-30 $658k 23k 28.85