Zacks Trust shares owned by LPL Financial
Historical chart of LPL Financial investment in Zacks Trust
Tip: Access up to 7 years of quarterly data
All positions including Zacks Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Zacks Trust by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $713k | 21k | 33.62 |
| 2025-06-30 | $541k | 17k | 31.91 |
| 2025-03-31 | $439k | 15k | 30.09 |
| 2024-12-31 | $496k | 16k | 30.46 |
| 2024-09-30 | $446k | 15k | 30.84 |
| 2024-06-30 | $225k | 7.8k | 28.85 |
| 2024-03-31 | $212k | 7.5k | 28.10 |