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

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 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 180,900 shares of ZECP stock, worth $5.7 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
180,900
Previous 295,856 38.86%
Holding current value
$5.7 Million
Previous $8.54 Million 34.65%
% of portfolio
1.2%
Previous 2.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$28.3 - $30.84 $3.25 Million - $3.55 Million
-114,956 Reduced 38.86%
180,900 $5.58 Million
Q2 2024

Jul 17, 2024
BUY
$26.83 - $29.04 $1.1 Million - $1.19 Million
40,844 Added 16.02%
295,856 $8.54 Million
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
$21.15 - $24.43 $104,777 - $121,026
4,954 New
4,954 $0

Others Institutions Holding ZECP

# of Institutions
35
Shares Held
4.29M
Call Options Held
0
Put Options Held
0
View Full List

About ZACKS TR EARNINGS CONSTANT POR

ZECP Quotes by TradingView
  • Ticker ZECP
  • Sector ETFs
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More about ZECP
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