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

Accurate Wealth Management, LLC

$581 Million
Q2 2025

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

50

Shares Held

6.55M

Call Options Held

0

Put Options Held

0

Menard Financial Group LLC Houston, TX

1.33M
Shares

$43.8 Million
26.11% of portfolio
Advisory Services Network, LLC

1.23M
Shares

$40.6 Million
0.68% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$16.1 Million
2.8% of portfolio
Creative One Wealth, LLC Overland Park, KS

455K
Shares

$15 Million
0.43% of portfolio
Creative Planning Overland Park, KS

412K
Shares

$13.6 Million
0.01% of portfolio

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