Zacks Trust shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Zacks Trust
Tip: Access up to 7 years of quarterly data
All positions including Zacks Trust held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Zacks Trust by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 140k | 33.62 |
| 2025-06-30 | $5.6M | 176k | 31.91 |
| 2025-03-31 | $5.3M | 175k | 30.09 |
| 2024-12-31 | $8.6M | 283k | 30.45 |
| 2024-09-30 | $8.5M | 277k | 30.84 |
| 2024-06-30 | $8.5M | 294k | 28.85 |