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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
2024-06-30 $658k 23k 28.85

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Atria Investments

Top funds holding Zacks Trust

Menard Financial Group
Advisory Services Network
Kowal Investment Group
Axxcess Wealth Management
Accurate Wealth Management
Wayfinding Financial
Balboa Wealth Partners
Continental Investors Services
Change Path
Private Advisor
LifePro Asset Management
Goldman Sachs Group
Eqis Capital Management
Atria Investments
Ignite Planners

View all funds holding Zacks Trust