Zimmermann Investment Management & Planning LLC Invesco Ex Traded Self Indx Fd Transaction History
Zimmermann Investment Management & Planning LLC
- $287 Million
- Q3 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 38,922 shares of IUS stock, worth $1.97 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
38,922
Previous 149,359
73.94%
Holding current value
$1.97 Million
Previous $7.08 Million
72.37%
% of portfolio
0.68%
Previous 2.52%
Shares
3 transactions
Others Institutions Holding IUS
# of Institutions
76Shares Held
8.76MCall Options Held
0Put Options Held
0-
Pensionmark Financial Group, LLC Santa Barbara, CA3.03MShares$154 Million0.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC976KShares$49.5 Million0.02% of portfolio
-
Aveo Capital Partners, LLC538KShares$27.3 Million2.97% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ443KShares$22.5 Million0.05% of portfolio
-
Intelligence Driven Advisers, LLC433KShares$22 Million3.14% of portfolio