Heritage Wealth Partners, LLC Zacks Tr Earnings Constant Por Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 18,232 shares of ZECP stock, worth $593,816. This represents 0.84% of its overall portfolio holdings.
Number of Shares
18,232
Previous 14,253
27.92%
Holding current value
$593,816
Previous $434 Million
26.38%
% of portfolio
0.84%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
47Shares Held
6.16MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.3MShares$42.5 Million27.1% 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 Planning Overland Park, KS412KShares$13.4 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS362KShares$11.8 Million0.37% of portfolio