Cambridge Investment Research Advisors, Inc. ZACKS TRUST SMALL/MID Transaction History

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025
Number of Shares
26,019
Previous 27,881 6.68%
Holding current value
$882,000
Previous $844,000 4.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
N/A
-1,862 Reduced 6.68%
26,019 $882,000
Q1 2025

Apr 22, 2025
SELL
N/A
-1,919 Reduced 6.44%
27,881 $844,000
Q4 2024

Feb 14, 2025
BUY
N/A
4,535 Added 17.95%
29,800 $989,000
Q3 2024

Oct 28, 2024
BUY
N/A
25,265 New
25,265 $836,000
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