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

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CDC

# of Institutions

109

Shares Held

8.86M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.26M
Shares

$84.6 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

838K
Shares

$56.1 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

768K
Shares

$51.4 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$46.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

651K
Shares

$43.6 Million
0.0% of portfolio

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