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

198

Shares Held

34.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.07M
Shares

$272 Million
0.02% of portfolio
Morgan Stanley New York, NY

4.71M
Shares

$159 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

3.8M
Shares

$128 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

2.4M
Shares

$81.1 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.28M
Shares

$43.2 Million
0.01% of portfolio

View Full List

About PACER FDS TR GLOBAL CASH COWS

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