Zimmermann Investment Management & Planning LLC Pimco Investment Grade Corp Bd Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$94.31 - $104.26 $188,808 - $208,728	-2,002 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$112.05 - $114.68 $224,324 - $229,589	2,002 New	2,002 $226,000

Others Institutions Holding CORP

# of Institutions

168

Shares Held

10.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.72M
Shares

$165 Million
0.01% of portfolio
Cwm, LLC

1.16M
Shares

$111 Million
0.5% of portfolio
Migdal Insurance & Financial Holdings Ltd.

910K
Shares

$87 Million
1.46% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$68.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

561K
Shares

$53.6 Million
0.0% of portfolio

View Full List

About PIMCO INVESTMENT GRADE CORP BD

Ticker CORP
Sector ETFs
Industry ETFs

More about CORP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Account