Unique Wealth, LLC Zacks Tr Earnings Constant Por Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Unique Wealth, LLC holds 19,084 shares of ZECP stock, worth $604,390. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,084

Holding current value

$604,390

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$30.35 - $32.25 $579,199 - $615,459	19,084 New	19,084 $581 Million

Others Institutions Holding ZECP

# of Institutions

Shares Held

4.18M

Call Options Held

Put Options Held

Menard Financial Group LLC Houston, TX

1.13M
Shares

$35.8 Million
23.88% of portfolio
Advisory Services Network, LLC

741K
Shares

$23.5 Million
0.47% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$15.5 Million
2.8% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

277K
Shares

$8.76 Million
0.22% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

259K
Shares

$8.19 Million
0.68% of portfolio

View Full List

About ZACKS TR EARNINGS CONSTANT POR

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