Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History
Balboa Wealth Partners
- $398 Million
- Q1 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 142,856 shares of ZECP stock, worth $4.25 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
142,856
Previous 174,176
17.98%
Holding current value
$4.25 Million
Previous $5.3 Million
18.95%
% of portfolio
1.08%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding ZECP
# of Institutions
41Shares Held
4.97MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.16MShares$34.6 Million22.09% of portfolio
-
Advisory Services Network, LLC1.03MShares$30.8 Million0.61% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$14.5 Million2.8% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL301KShares$8.95 Million0.66% of portfolio
-
Creative One Wealth, LLC Overland Park, KS214KShares$6.37 Million0.22% of portfolio