Zacks Trust shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Zacks Trust
Tip: Access up to 7 years of quarterly data
All positions including Zacks Trust held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $259k | 8.4k | 30.84 |