Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / EARNGS CONSTANT
-
Total 13F shares
-
2,190,458
-
Share change
-
-683,623
-
Total reported value
-
$57,236,990
-
Price per share
-
$26.12
-
Number of holders
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17
-
Value change
-
-$15,684,831
-
Number of buys
-
12
-
Number of sells
-
7
Institutional Holders of ZACKS TRUST - EARNGS CONSTANT (ZECP) as of Q4 2023
As of 31 Dec 2023 ZACKS TRUST - EARNGS CONSTANT (ZECP) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,190,458 shares of stock of the company.
Largest 10 holders included Menard Financial Group LLC, Advisory Services Network, LLC, Wayfinding Financial, LLC, Accurate Wealth Management, LLC, Arete Wealth Advisors, LLC, Kowal Investment Group, LLC, Private Advisor Group, LLC, LifePro Asset Management, CONTINENTAL INVESTORS SERVICES, INC., and Ethos Financial Group, LLC.
This table shows 17 institutional shareholders of the security as of 31 Dec 2023.
| 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.