True Private Wealth Advisors Zacks Tr Earnings Constant Por Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 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 272,965 shares of ZECP stock, worth $8.89 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
272,965
Previous 235,049
16.13%
Holding current value
$8.89 Million
Previous $7.07 Million
23.16%
% of portfolio
1.14%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
49Shares Held
6.41MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.33MShares$43.2 Million26.11% 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 One Wealth, LLC Overland Park, KS455KShares$14.8 Million0.43% of portfolio
-
Creative Planning Overland Park, KS412KShares$13.4 Million0.01% of portfolio