Zimmermann Investment Management & Planning LLC Fidelity Covington Tr Msci Inf Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$142.51 - $175.12 $997 - $1,225	-7 Reduced 0.41%	1,680 $288,000
Q1 2024 Apr 22, 2024	SELL	$137.1 - $157.55 $1,782 - $2,048	-13 Reduced 0.76%	1,687 $262,000
Q3 2023 Oct 31, 2023	SELL	$121.1 - $135.73 $8,598 - $9,636	-71 Reduced 4.01%	1,700 $208,000
Q2 2023 Jul 13, 2023	BUY	$108.86 - $131.04 $192,791 - $232,071	1,771 New	1,771 $231,000
Q2 2022 Jul 28, 2022	SELL	$93.52 - $125.2 $10,661 - $14,272	-114 Reduced 4.94%	2,193 $212,000
Q1 2022 Apr 18, 2022	SELL	$108.47 - $136.53 $36,120 - $45,464	-333 Reduced 12.61%	2,307 $284,000
Q4 2021 Feb 03, 2022	BUY	$117.3 - $137.67 $309,672 - $363,448	2,640 New	2,640 $357,000

Others Institutions Holding FTEC

# of Institutions

542

Shares Held

19.3M

Call Options Held

23.4K

Put Options Held

8.9K

Bank Of America Corp Charlotte, NC

2.57M
Shares

$419 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.19M
Shares

$358 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.95M
Shares

$319 Million
1.66% of portfolio
Richard Bernstein Advisors LLC

1.49M
Shares

$243 Million
5.85% of portfolio
Commonwealth Equity Services, LLC

781K
Shares

$128 Million
0.21% of portfolio

View Full List

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