Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 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 161,628 shares of ZECP stock, worth $5.26 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
161,628
Previous 142,856
13.14%
Holding current value
$5.26 Million
Previous $4.3 Million
19.99%
% of portfolio
1.08%
Previous 1.08%
Shares
5 transactions
Others Institutions Holding ZECP
# of Institutions
49Shares Held
6.41MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.33MShares$43.2 Million26.11% of portfolio
-
Advisory Services Network, LLC1.14MShares$37 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.9 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS455KShares$14.8 Million0.43% of portfolio
-
Creative Planning Overland Park, KS412KShares$13.4 Million0.01% of portfolio