Navigation Wealth Management, Inc. Zacks Tr Earnings Constant Por Transaction History
Navigation Wealth Management, Inc.
- $63.4 Million
- Q3 2025
A detailed history of Navigation Wealth Management, Inc. transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 149,995 shares of ZECP stock, worth $5.16 Million. This represents 7.95% of its overall portfolio holdings.
Number of Shares
149,995
Previous 153,618
2.36%
Holding current value
$5.16 Million
Previous $4.9 Million
2.88%
% of portfolio
7.95%
Previous 7.47%
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
57Shares Held
6.61MCall Options Held
0Put Options Held
0-
Advisory Services Network, LLC1.23MShares$42.2 Million0.68% of portfolio
-
Menard Financial Group LLC Houston, TX799KShares$27.5 Million19.56% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$16.8 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS468KShares$16.1 Million0.45% of portfolio
-
True Private Wealth Advisors267KShares$9.2 Million1.09% of portfolio