Zimmermann Investment Management & Planning LLC Global X Fds Fintech ETF (De) Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$27.36 - $40.22 $170,945 - $251,294	-6,248 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$40.03 - $52.83 $250,107 - $330,081	6,248 New	6,248 $250,000

Others Institutions Holding FINX

# of Institutions

101

Shares Held

2.17M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

200K
Shares

$6.43 Million
0.0% of portfolio
Ubs Group Ag

171K
Shares

$5.51 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

166K
Shares

$5.34 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

163K
Shares

$5.22 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

162K
Shares

$5.19 Million
0.0% of portfolio

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About GLOBAL X FDS FINTECH ETF (DE)

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