Zimmermann Investment Management & Planning LLC Pacer Fds Tr Global Cash Cows Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$33.55 - $35.71 $628,123 - $668,562	-18,722 Reduced 64.18%	10,448 $352,000
Q1 2024 Apr 22, 2024	SELL	$33.06 - $35.01 $61,161 - $64,768	-1,850 Reduced 5.96%	29,170 $1.01 Million
Q4 2023 Jan 22, 2024	SELL	$31.25 - $34.63 $226,468 - $250,963	-7,247 Reduced 18.94%	31,020 $1.06 Million
Q3 2023 Oct 31, 2023	SELL	$32.45 - $34.76 $7.22 Million - $7.73 Million	-222,392 Reduced 85.32%	38,267 $1.25 Million
Q2 2023 Jul 13, 2023	SELL	$31.96 - $34.89 $2,492 - $2,721	-78 Reduced 0.03%	260,659 $8.64 Million
Q1 2023 Apr 25, 2023	SELL	$31.8 - $34.17 $1.18 Million - $1.27 Million	-37,087 Reduced 12.45%	260,737 $8.77 Million
Q4 2022 Jan 20, 2023	BUY	$27.03 - $32.75 $1.32 Million - $1.6 Million	48,747 Added 19.57%	297,824 $0
Q3 2022 Nov 01, 2022	BUY	$26.71 - $31.79 $5.62 Million - $6.69 Million	210,387 Added 543.78%	249,077 $6.66 Million
Q2 2022 Jul 28, 2022	BUY	$30.77 - $34.89 $1.19 Million - $1.35 Million	38,690 New	38,690 $1.19 Million

Others Institutions Holding GCOW

# of Institutions

196

Shares Held

34.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.07M
Shares

$279 Million
0.02% of portfolio
Morgan Stanley New York, NY

4.71M
Shares

$163 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

3.8M
Shares

$131 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

2.4M
Shares

$83 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.28M
Shares

$44.2 Million
0.01% of portfolio

View Full List

About PACER FDS TR GLOBAL CASH COWS

Ticker GCOW
Sector ETFs
Industry ETFs

More about GCOW

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