Zimmermann Investment Management & Planning LLC Victory Portfolios Ii Shs Inco Transaction History

Zimmermann Investment Management & Planning LLC

$263 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$57.54 - $65.62 $3.26 Million - $3.72 Million	-56,650 Reduced 78.9%	15,149 $918,000
Q4 2022 Jan 20, 2023	SELL	$61.03 - $64.8 $1.17 Million - $1.24 Million	-19,204 Reduced 21.1%	71,799 $0
Q3 2022 Nov 01, 2022	BUY	N/A	91,003 New	91,003 $5.4 Million

Others Institutions Holding CDC

# of Institutions

110

Shares Held

10.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.31M
Shares

$76.3 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.16M
Shares

$67.7 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

846K
Shares

$49.4 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

772K
Shares

$45 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

649K
Shares

$37.9 Million
0.0% of portfolio

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