Zimmermann Investment Management & Planning LLC Virtus ETF Tr Ii Virtus Terran Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$26.3 - $31.09 $1.03 Million - $1.21 Million	-39,075 Reduced 71.53%	15,549 $477,000
Q3 2023 Oct 31, 2023	SELL	$27.55 - $29.66 $8.01 Million - $8.62 Million	-290,643 Reduced 84.18%	54,624 $1.52 Million
Q2 2023 Jul 13, 2023	BUY	$26.83 - $28.77 $1.44 Million - $1.54 Million	53,607 Added 18.38%	345,267 $9.93 Million
Q1 2023 Apr 25, 2023	BUY	$26.19 - $28.28 $4.15 Million - $4.48 Million	158,518 Added 119.06%	291,660 $8.02 Million
Q4 2022 Jan 20, 2023	BUY	$24.69 - $28.59 $2.72 Million - $3.15 Million	110,091 Added 477.6%	133,142 $0
Q3 2022 Nov 01, 2022	BUY	$24.56 - $28.29 $566,132 - $652,112	23,051 New	23,051 $566,000

Others Institutions Holding JOET

# of Institutions

Shares Held

1.43M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

197K
Shares

$7.58 Million
0.0% of portfolio
Ahrens Investment Partners LLC

189K
Shares

$7.26 Million
2.6% of portfolio
Financial Enhancement Group LLC Anderson, IN

149K
Shares

$5.73 Million
0.96% of portfolio
Morgan Stanley New York, NY

134K
Shares

$5.16 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$4.44 Million
0.0% of portfolio

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