Navigation Wealth Management, Inc. Zacks Tr Earnings Constant Por Call Options Transaction History

Navigation Wealth Management, Inc.

$63.4 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ZECP

# of Institutions

57

Shares Held

6.61M

Call Options Held

0

Put Options Held

0

Advisory Services Network, LLC

1.23M
Shares

$42.2 Million
0.68% of portfolio
Menard Financial Group LLC Houston, TX

799K
Shares

$27.5 Million
19.56% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$16.8 Million
2.8% of portfolio
Creative One Wealth, LLC Overland Park, KS

468K
Shares

$16.1 Million
0.45% of portfolio
True Private Wealth Advisors

267K
Shares

$9.2 Million
1.09% of portfolio

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