Zacks Trust shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of Zacks Trust (ZECP) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in Zacks Trust
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All positions including Zacks Trust held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Zacks Trust by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 70k | 33.62 |
| 2025-06-30 | $2.4M | 76k | 31.91 |
| 2025-03-31 | $1.9M | 63k | 30.09 |
| 2024-12-31 | $1.2M | 39k | 30.45 |
| 2024-09-30 | $367k | 12k | 30.84 |
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