Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
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 114,464 shares of ZECP stock, worth $3.56 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
114,464
Previous 104,864
9.15%
Holding current value
$3.56 Million
Previous $3.03 Million
16.69%
% of portfolio
0.91%
Previous 0.82%
Shares
2 transactions
Others Institutions Holding ZECP
# of Institutions
35Shares Held
4.29MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.13MShares$35.2 Million23.88% of portfolio
-
Advisory Services Network, LLC741KShares$23 Million0.47% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.2 Million2.8% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA277KShares$8.61 Million0.22% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL259KShares$8.05 Million0.68% of portfolio