Zacks Trust shares owned by Private Advisor
Historical chart of Private Advisor investment in Zacks Trust
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All positions including Zacks Trust held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Zacks Trust by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 64k | 33.62 |
| 2025-06-30 | $2.0M | 63k | 31.91 |
| 2025-03-31 | $1.9M | 64k | 30.09 |
| 2024-12-31 | $1.9M | 61k | 30.46 |
| 2024-09-30 | $2.0M | 63k | 30.84 |
| 2024-06-30 | $2.1M | 72k | 28.85 |
| 2024-03-31 | $2.1M | 73k | 28.10 |
| 2023-12-31 | $1.9M | 75k | 26.12 |
| 2023-09-30 | $1.8M | 77k | 24.02 |
| 2023-06-30 | $2.0M | 78k | 25.48 |
| 2023-03-31 | $1.8M | 77k | 23.71 |