Heritage Wealth Partners, LLC
Position in ZECP — Zacks Earnings Consistent Portfolio ETF
CIK 1963794
DUBLIN, OH
All Filings in ZECP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 ZECP | $548,600 | 18,232 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 ZECP | $434,075 | 14,253 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 ZECP | $259,347 | 8,410 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||