True Private Wealth Advisors Zacks Tr Earnings Constant Por Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 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 267,488 shares of ZECP stock, worth $9.2 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
267,488
Previous 272,965
2.01%
Holding current value
$9.2 Million
Previous $8.71 Million
3.24%
% of portfolio
1.09%
Previous 1.14%
Shares
4 transactions
Others Institutions Holding ZECP
# of Institutions
59Shares Held
6.43MCall Options Held
0Put Options Held
0-
Advisory Services Network, LLC1.27MShares$43.7 Million0.67% of portfolio
-
Menard Financial Group LLC Houston, TX799KShares$27.5 Million19.56% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$16.8 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS468KShares$16.1 Million0.45% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL229KShares$7.88 Million0.48% of portfolio