Accurate Wealth Management, LLC Zacks Tr Earnings Constant Por Transaction History

Accurate Wealth Management, LLC

$352 Million
Q1 2024

A detailed history of Accurate Wealth Management, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 255,012 shares of ZECP stock, worth $7.41 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

255,012

Previous 294,142 13.3%

Holding current value

$7.41 Million

Previous $7.68 Million 6.73%

% of portfolio

2.04%

Previous 2.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$25.82 - $28.1 $1.01 Million - $1.1 Million	-39,130 Reduced 13.3%	255,012 $7.17 Million
Q4 2023 Jan 12, 2024	SELL	$23.22 - $26.19 $1,764 - $1,990	-76 Reduced 0.03%	294,142 $7.68 Million
Q3 2023 Oct 23, 2023	BUY	$24.02 - $25.71 $2.91 Million - $3.12 Million	121,277 Added 70.13%	294,218 $7.07 Million
Q2 2023 Jul 24, 2023	BUY	$23.5 - $25.02 $3.14 Million - $3.34 Million	133,495 Added 338.42%	172,941 $4.33 Million
Q1 2023 Apr 13, 2023	BUY	$22.39 - $24.01 $772,275 - $828,152	34,492 Added 696.25%	39,446 $935,000

Q4 2022 Jan 11, 2023	BUY	$22.31 - $24.43 $110,523 - $121,026	4,954 New	4,954 $0

Others Institutions Holding ZECP

# of Institutions

Shares Held

2.85M

Call Options Held

Put Options Held

View Full List

About ZACKS TR EARNINGS CONSTANT POR

Ticker ZECP
Sector ETFs
Industry ETFs

More about ZECP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Account

Accurate Wealth Management, LLC Zacks Tr Earnings Constant Por Transaction History