Balboa Wealth Partners Zacks Tr Earnings Constant Por Transaction History
Balboa Wealth Partners
- $422 Million
- Q4 2024
A detailed history of Balboa Wealth Partners transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Balboa Wealth Partners holds 174,176 shares of ZECP stock, worth $5.17 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
174,176
Previous 114,464
52.17%
Holding current value
$5.17 Million
Previous $3.53 Million
50.23%
% of portfolio
1.26%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
40Shares Held
5.01MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.16MShares$34.6 Million22.09% of portfolio
-
Advisory Services Network, LLC1.03MShares$30.7 Million0.61% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$14.5 Million2.8% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL301KShares$8.94 Million0.66% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA283KShares$8.41 Million0.22% of portfolio