Zacks Trust shares owned by Independent Financial Group
Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $845k | 25k | 33.83 |
| 2025-09-30 | $685k | 20k | 33.62 |
| 2025-06-30 | $651k | 20k | 31.91 |
| 2025-03-31 | $407k | 14k | 30.09 |
| 2024-12-31 | $260k | 8.5k | 30.45 |
| 2024-09-30 | $264k | 8.5k | 30.84 |
| 2024-06-30 | $247k | 8.5k | 28.85 |
| 2024-03-31 | $240k | 8.5k | 28.10 |
More positions owned by Independent Financial Group
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