Zimmermann Investment Management & Planning LLC Vanguard Mega Cap Growth ETF Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$175.67 - $240.27 $875,539 - $1.2 Million	-4,984 Reduced 81.46%	1,134 $206,000
Q1 2022 Apr 18, 2022	SELL	$207.26 - $263.47 $2.9 Million - $3.68 Million	-13,968 Reduced 69.54%	6,118 $1.44 Million
Q4 2021 Feb 03, 2022	BUY	$232.18 - $264.33 $4.66 Million - $5.31 Million	20,086 New	20,086 $5.24 Million

Others Institutions Holding MGK

# of Institutions

798

Shares Held

39M

Call Options Held

91.9K

Put Options Held

72.8K

Assetmark, Inc

7.45M
Shares

$2.64 Billion
6.88% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

3.57M
Shares

$1.27 Billion
32.56% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$698 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$676 Million
0.05% of portfolio
Howard Capital Management Inc.

1.62M
Shares

$572 Million
7.31% of portfolio

View Full List

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