Creative Planning Zacks Tr Earnings Constant Por Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Creative Planning holds 1,229,669 shares of ZECP stock, worth $36.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,229,669

Holding current value

$36.6 Million

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$29.24 - $32.07 $36 Million - $39.4 Million	1,229,669 New	1,229,669 $37 Million

Others Institutions Holding ZECP

# of Institutions

Shares Held

6.8M

Call Options Held

Put Options Held

Menard Financial Group LLC Houston, TX

1.3M
Shares

$38.8 Million
27.1% of portfolio
Advisory Services Network, LLC

1.14M
Shares

$33.8 Million
0.68% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$14.5 Million
2.8% of portfolio
Creative One Wealth, LLC Overland Park, KS

362K
Shares

$10.8 Million
0.37% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

311K
Shares

$9.25 Million
0.72% of portfolio

View Full List

About ZACKS TR EARNINGS CONSTANT POR

Ticker ZECP
Sector ETFs
Industry ETFs

More about ZECP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Zacks Tr Earnings Constant Por Transaction History