Carter Financial Group, Inc. ZACKS TRUST Transaction History

Carter Financial Group, Inc.

  • $166 Billion
  • Q3 2025
Number of Shares
15,833
Previous 16,382 3.35%
Holding current value
$591 Million
Previous $555 Million 6.52%
% of portfolio
0.36%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-549 Reduced 3.35%
15,833 $591 Million
Q2 2025

Aug 22, 2025
BUY
N/A
16,382 New
16,382 $555 Million
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