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Zoominfo Technologies shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Zoominfo Technologies (ZI) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Zoominfo Technologies

Tip: Access up to 7 years of quarterly data

All positions including Zoominfo Technologies held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zoominfo Technologies by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 360k 12.77
2024-03-31 $2.2M 138k 16.03

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Global X Fds Russell 2000 (RYLD)
American Centy Etf Tr Avantis Us Small (AVSC)
Adams Express Company (ADX)
Zoetis Cl A (ZTS)
Zoominfo Technologies Common Stock (ZI)
Energy Transfer Com Ut Ltd Ptn (ET)
American Tower Reit (AMT)
Lululemon Athletica (LULU)
Ishares Tr Russell 2000 Etf (IWM)
Civitas Resources Com New (CIVI)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Zoominfo Technologies

Vanguard Group
BlackRock
BlackRock
HMI Capital
Sachem Head Capital Management
Contour Asset Management
Carlyle
Tiger Global Management
Pacer Advisors
State Street Corporation
Morgan Stanley
40 North Industries
Geode Capital Management
Jpmorgan Chase & Co
Voloridge Investment Management

View all funds holding Zoominfo Technologies