Arete Wealth Advisors, LLC Zacks Tr Earnings Constant Por Transaction History

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 311,191 shares of ZECP stock, worth $10.1 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

311,191

Previous 300,819 3.45%

Holding current value

$10.1 Million

Previous $9.16 Million 2.19%

% of portfolio

0.72%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$29.24 - $32.07 $303,277 - $332,630	10,372 Added 3.45%	311,191 $9.36 Million
Q4 2024 Feb 12, 2025	BUY	$30.35 - $32.25 $1.28 Million - $1.36 Million	42,157 Added 16.3%	300,819 $9.16 Million
Q3 2024 Nov 14, 2024	SELL	$28.3 - $30.84 $4.59 Million - $5 Million	-162,015 Reduced 38.51%	258,662 $7.94 Million
Q2 2024 Aug 13, 2024	BUY	$26.83 - $29.04 $1.85 Million - $2.01 Million	69,103 Added 19.66%	420,677 $12.1 Million
Q1 2024 May 15, 2024	BUY	$25.82 - $28.1 $5.72 Million - $6.22 Million	221,516 Added 170.32%	351,574 $9.88 Million
Q4 2023 Feb 14, 2024	BUY	$23.22 - $26.19 $3.02 Million - $3.41 Million	130,058 New	130,058 $3.4 Million

Others Institutions Holding ZECP

# of Institutions

Shares Held

6.34M

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 Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Zacks Tr Earnings Constant Por Transaction History