Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / EARNGS CONSTANT
-
Total 13F shares
-
2,874,081
-
Share change
-
+1,545,909
-
Total reported value
-
$69,165,689
-
Price per share
-
$24.02
-
Number of holders
-
15
-
Value change
-
+$37,122,566
-
Number of buys
-
10
-
Number of sells
-
7
Institutional Holders of ZACKS TRUST - EARNGS CONSTANT (ZECP) as of Q3 2023
As of 30 Sep 2023,
ZACKS TRUST - EARNGS CONSTANT (ZECP) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,874,081 shares.
The largest 10 holders included
ZACKS INVESTMENT MANAGEMENT, Menard Financial Group LLC, Wayfinding Financial, LLC, Accurate Wealth Management, LLC, Advisory Services Network, LLC, Avior Wealth Management, LLC, Private Advisor Group, LLC, Kowal Investment Group, LLC, LifePro Asset Management, and Castle Rock Wealth Management, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.