Navigation Wealth Management, Inc. Zacks Tr Earnings Constant Por Transaction History
Navigation Wealth Management, Inc.
- $65.6 Million
- Q2 2025
A detailed history of Navigation Wealth Management, Inc. transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 153,618 shares of ZECP stock, worth $4.92 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
153,618
Previous 29,762
416.15%
Holding current value
$4.92 Million
Previous $886,000
453.16%
% of portfolio
7.47%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding ZECP
# of Institutions
45Shares Held
6.94MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.3MShares$41.8 Million27.1% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$39.4 Million0.03% of portfolio
-
Advisory Services Network, LLC1.14MShares$36.4 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.7 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS362KShares$11.6 Million0.37% of portfolio