Arete Wealth Advisors, LLC Zacks Tr Earnings Constant Por Transaction History
Arete Wealth Advisors, LLC
- $1.22 Billion
- Q2 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 420,677 shares of ZECP stock, worth $12.9 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
420,677
Previous 351,574
19.66%
Holding current value
$12.9 Million
Previous $9.88 Million
22.98%
% of portfolio
1.0%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
34Shares Held
4.37MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.16MShares$35.6 Million24.9% of portfolio
-
Advisory Services Network, LLC741KShares$22.7 Million0.45% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$14.9 Million2.8% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA277KShares$8.47 Million0.22% of portfolio
-
Accurate Wealth Management, LLC181KShares$5.54 Million1.2% of portfolio