Institutional shares held 6.8 Million
0 calls
0 puts
Total value of holdings $209M
$0 calls
$0 puts
# of Institutions 44


Latest Institutional Activity in ZECP

Top Purchases

Q1 2025
Creative Planning Shares Held: 1.23M ($37.8M)
Q1 2025
Creative One Wealth, LLC Shares Held: 362K ($11.1M)
Q1 2025
Menard Financial Group LLC Shares Held: 1.3M ($40.1M)
Q1 2025
Advisory Services Network, LLC Shares Held: 1.14M ($34.9M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 61.8K ($1.9M)

Top Sells

Q1 2025
Axxcess Wealth Management, LLC Shares Held: 175K ($5.38M)
Q1 2025
Discipline Wealth Solutions, LLC Shares Held: 58K ($1.78M)
Q1 2025
Balboa Wealth Partners Shares Held: 143K ($4.39M)
Q1 2025
Assured Partners Investment Advisors, LLC Shares Held: 11.8K ($363K)
Q1 2025
Gts Securities LLC Shares Held: 59.5K ($1.83M)

About ZECP

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