Number of Shares
29,762.00
Current Holdings Value*
$896,730.00
% of Portfolio
1.37%
Total Estimate Gain
$18,154.82
% of Total Estimate Gain
1.97%

Navigation Wealth Management, Inc.'s Zacks Earnings Consistent Portfolio ETF Holding Summary

As of 2025-03-31, Navigation Wealth Management, Inc. held 29,762.00 shares of Zacks Earnings Consistent Portfolio ETF(ZECP), totaling $896,730.00. This investment constitutes 1.37% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0.4% of the outstanding Zacks Earnings Consistent Portfolio ETF(ZECP) stock.

The initial trade took place in 2025Q1. And since then Navigation Wealth Management, Inc. has made 1 purchases of ZECP, at an average price of $30.95, for a total of 29,762.00 shares. Based on historical transaction data and ZECP's current price of $31.56, Navigation Wealth Management, Inc.'s estimated gain on his ZECP holdings is $18,154.82, reflecting a 1.97% gain to date.

Navigation Wealth Management, Inc. ZECP ($31.56) Holding Chart

Navigation Wealth Management, Inc. ZECP ($31.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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