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

235K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.51 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.14 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.67 Million
0.0% of portfolio

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