New Edge Advisors, LLC Zacks Tr Earnings Constant Por Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$21.15 - $24.43 $148 - $171	7 New	7 $0

Others Institutions Holding ZECP

# of Institutions

38

Shares Held

4.28M

Call Options Held

0

Put Options Held

0

Menard Financial Group LLC Houston, TX

1.13M
Shares

$35.6 Million
23.88% of portfolio
Advisory Services Network, LLC

741K
Shares

$23.4 Million
0.47% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$15.4 Million
2.8% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

283K
Shares

$8.93 Million
0.22% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

259K
Shares

$8.16 Million
0.68% of portfolio

About ZACKS TR EARNINGS CONSTANT POR

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