Zimmermann Investment Management & Planning LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	$168.6 - $185.52 $516,253 - $568,062	-3,062 Reduced 18.39%	13,586 $2.52 Million
Q1 2023 Apr 25, 2023	BUY	$161.84 - $173.62 $2.69 Million - $2.89 Million	16,648 New	16,648 $2.81 Million

Others Institutions Holding MMTM

# of Institutions

Shares Held

217K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

69.1K
Shares

$17.5 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

44.7K
Shares

$11.3 Million
0.65% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.32 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15K
Shares

$3.8 Million
0.04% of portfolio
Western Wealth Management, LLC

9.08K
Shares

$2.29 Million
0.17% of portfolio

View Full List

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
Sector ETFs
Industry ETFs

More about MMTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Account