Creative Planning Zacks Tr Earnings Constant Por Call Options Transaction History

Creative Planning

$116 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ZECP

# of Institutions

47

Shares Held

6.16M

Call Options Held

0

Put Options Held

0

Menard Financial Group LLC Houston, TX

1.3M
Shares

$42.5 Million
27.1% of portfolio
Advisory Services Network, LLC

1.14M
Shares

$37 Million
0.68% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$15.9 Million
2.8% of portfolio
Creative One Wealth, LLC Overland Park, KS

362K
Shares

$11.8 Million
0.37% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

311K
Shares

$10.1 Million
0.72% of portfolio

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