Zimmermann Investment Management & Planning LLC Invesco Ex Traded Self Indx Fd Transaction History
Zimmermann Investment Management & Planning LLC
- $282 Million
- Q2 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 149,359 shares of IUS stock, worth $7.49 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
149,359
Previous 110,470
35.2%
Holding current value
$7.49 Million
Previous $5.24 Million
35.14%
% of portfolio
2.52%
Previous 1.99%
Shares
2 transactions
Others Institutions Holding IUS
# of Institutions
69Shares Held
5.13MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC824KShares$41.3 Million0.02% of portfolio
-
Aveo Capital Partners, LLC516KShares$25.9 Million2.9% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ451KShares$22.6 Million0.05% of portfolio
-
Intelligence Driven Advisers, LLC360KShares$18.1 Million2.42% of portfolio
-
Merit Financial Group, LLC251KShares$12.6 Million0.26% of portfolio