Summit Financial, LLC Zacks Tr Earnings Constant Por Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Summit Financial, LLC holds 22,321 shares of ZECP stock, worth $767,619. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,321

Holding current value

$767,619

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$31.92 - $33.66 $712,486 - $751,324	22,321 New	22,321 $750,000

Others Institutions Holding ZECP

# of Institutions

Shares Held

6.43M

Call Options Held

Put Options Held

Advisory Services Network, LLC

1.27M
Shares

$43.7 Million
0.67% of portfolio
Menard Financial Group LLC Houston, TX

799K
Shares

$27.5 Million
19.56% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$16.8 Million
2.8% of portfolio
Creative One Wealth, LLC Overland Park, KS

468K
Shares

$16.1 Million
0.45% of portfolio
True Private Wealth Advisors

267K
Shares

$9.2 Million
1.09% of portfolio

View Full List

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Summit Financial, LLC Zacks Tr Earnings Constant Por Transaction History