Creative Planning Zacks Tr Earnings Constant Por Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Creative Planning holds 412,048 shares of ZECP stock, worth $13.4 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
412,048
Previous 1,229,669
66.49%
Holding current value
$13.4 Million
Previous $37 Million
64.46%
% of portfolio
0.01%
Previous 0.03%
Shares
2 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
-
True Private Wealth Advisors273KShares$8.89 Million1.14% of portfolio