Navigation Wealth Management, Inc. Zacks Tr Earnings Constant Por Transaction History
Navigation Wealth Management, Inc.
- $63.4 Million
- Q3 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 149,995 shares of ZECP stock, worth $5.12 Million. This represents 7.95% of its overall portfolio holdings.
Number of Shares
149,995
Previous 153,618
2.36%
Holding current value
$5.12 Million
Previous $4.9 Million
2.88%
% of portfolio
7.95%
Previous 7.47%
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
52Shares Held
6.66MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.33MShares$45.3 Million26.11% of portfolio
-
Advisory Services Network, LLC1.23MShares$41.9 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$16.7 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS455KShares$15.5 Million0.43% of portfolio
-
Creative Planning Overland Park, KS412KShares$14.1 Million0.01% of portfolio