Heritage Wealth Partners, LLC Zacks Tr Earnings Constant Por Transaction History

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 18,232 shares of ZECP stock, worth $626,998. This represents 0.84% of its overall portfolio holdings.

Number of Shares
18,232
Previous 14,253 27.92%
Holding current value
$626,998
Previous $434 Million 26.38%
% of portfolio
0.84%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$29.24 - $32.07 $116,345 - $127,606
3,979 Added 27.92%
18,232 $549 Million
Q4 2024

Jan 13, 2025
BUY
$30.35 - $32.25 $177,335 - $188,436
5,843 Added 69.48%
14,253 $434 Million
Q3 2024

Oct 08, 2024
BUY
$28.3 - $30.84 $238,003 - $259,364
8,410 New
8,410 $259 Million

Others Institutions Holding ZECP

# of Institutions
60
Shares Held
6.43M
Call Options Held
0
Put Options Held
0
View Full List

About ZACKS TR EARNINGS CONSTANT POR

ZECP Quotes by TradingView
  • Ticker ZECP
  • Sector ETFs
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More about ZECP
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