Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Balboa Wealth Partners holds 145,325 shares of ZECP stock, worth $5 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

145,325

Previous 161,628 10.09%

Holding current value

$5 Million

Previous $5.16 Million 5.27%

% of portfolio

0.88%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$31.92 - $33.66 $520,391 - $548,758	-16,303 Reduced 10.09%	145,325 $4.89 Million
Q2 2025 Jul 29, 2025	BUY	$27.11 - $31.91 $508,908 - $599,014	18,772 Added 13.14%	161,628 $5.16 Million
Q1 2025 Apr 23, 2025	SELL	$29.24 - $32.07 $915,796 - $1 Million	-31,320 Reduced 17.98%	142,856 $4.3 Million
Q4 2024 Feb 10, 2025	BUY	$30.35 - $32.25 $1.81 Million - $1.93 Million	59,712 Added 52.17%	174,176 $5.3 Million
Q3 2024 Nov 06, 2024	BUY	$28.3 - $30.84 $271,680 - $296,064	9,600 Added 9.15%	114,464 $3.53 Million

Q2 2024 Aug 13, 2024	BUY	$26.83 - $29.04 $2.81 Million - $3.05 Million	104,864 New	104,864 $3.03 Million

Others Institutions Holding ZECP

# of Institutions

Shares Held

6.43M

Call Options Held

Put Options Held

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About ZACKS TR EARNINGS CONSTANT POR

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Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History