Zimmermann Investment Management & Planning LLC Invesco Exchange Traded Fd Tr 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 2023 Jul 13, 2023	BUY	$83.1 - $89.25 $31,328 - $33,647	377 Added 9.05%	4,542 $405,000
Q1 2023 Apr 25, 2023	BUY	$82.74 - $95.11 $344,612 - $396,133	4,165 New	4,165 $363,000

Others Institutions Holding CZA

# of Institutions

Shares Held

847K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

181K
Shares

$20.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

171K
Shares

$19.2 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

80.1K
Shares

$9.01 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

34.6K
Shares

$3.89 Million
0.01% of portfolio
Rodgers & Associates, LTD

29.5K
Shares

$3.32 Million
0.38% of portfolio

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Ticker CZA
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