Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Zeta Global Holdings Corp shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Zeta Global Holdings Corp (ZETA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Zeta Global Holdings Corp

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All positions including Zeta Global Holdings Corp held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zeta Global Holdings Corp by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $42M 2.1M 20.35

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Zeta Global Holdings Corp

Vanguard Group
BlackRock
Contour Asset Management
Greenvale Capital
Disciplined Growth Investors
Neuberger Berman Group
Capital World Investors
Goldman Sachs Group
Jane Street
Geode Capital Management
State Street Corporation
Ubs Global Asset Management Americas
Susquehanna International
Hanna Zanoni
Citadel Advisors

View all funds holding Zeta Global Holdings Corp