Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SMALL/MID CAP
-
Total 13F shares
-
1,957,896
-
Share change
-
+362,726
-
Total reported value
-
$64,700,868
-
Price per share
-
$33.10
-
Number of holders
-
23
-
Value change
-
+$12,150,968
-
Number of buys
-
16
-
Number of sells
-
9
Institutional Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) as of Q3 2024
As of 30 Sep 2024,
ZACKS TRUST - SMALL/MID CAP (SMIZ) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,957,896 shares.
The largest 10 holders included
TRUE Private Wealth Advisors, Avior Wealth Management, LLC, Wayfinding Financial, LLC, Kowal Investment Group, LLC, CreativeOne Wealth, LLC, Prosperity Financial Group, Inc., AXXCESS WEALTH MANAGEMENT, LLC, Arete Wealth Advisors, LLC, Strategic Blueprint, LLC, and Balboa Wealth Partners.
This page lists
23
institutional shareholders reporting positions in this security
for the Q3 2024 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.