Zimmermann Investment Management & Planning LLC Wisdomtree Tr Transaction History
Zimmermann Investment Management & Planning LLC
- $282 Million
- Q2 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 78,750 shares of IHDG stock, worth $3.58 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
78,750
Previous 70,059
12.41%
Holding current value
$3.58 Million
Previous $3.22 Million
11.56%
% of portfolio
1.27%
Previous 1.22%
Shares
4 transactions
Others Institutions Holding IHDG
# of Institutions
242Shares Held
46.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$298 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$242 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$148 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$106 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$61.9 Million0.02% of portfolio