Zimmermann Investment Management & Planning LLC First Trust Senior Ln Fund Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$44.1 - $47.48 $1.07 Million - $1.16 Million	24,365 Added 291.83%	32,714 $1.44 Million
Q1 2022 Apr 18, 2022	BUY	$46.53 - $48.08 $388,478 - $401,419	8,349 New	8,349 $393,000

Others Institutions Holding FTSL

# of Institutions

364

Shares Held

38.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.71M
Shares

$217 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.16M
Shares

$99.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.05M
Shares

$94.5 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.89M
Shares

$86.9 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.57M
Shares

$72.5 Million
0.02% of portfolio

View Full List

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
Sector ETFs
Industry ETFs

More about FTSL

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