True Private Wealth Advisors Zacks Tr Earnings Constant Por Transaction History
True Private Wealth Advisors
- $788 Million
- Q1 2025
A detailed history of True Private Wealth Advisors transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, True Private Wealth Advisors holds 235,049 shares of ZECP stock, worth $7.22 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
235,049
Previous 181,267
29.67%
Holding current value
$7.22 Million
Previous $5.52 Million
28.14%
% of portfolio
0.9%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding ZECP
# of Institutions
44Shares Held
6.8MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.3MShares$40.1 Million27.1% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$37.8 Million0.03% of portfolio
-
Advisory Services Network, LLC1.14MShares$34.9 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS362KShares$11.1 Million0.37% of portfolio