Zimmermann Investment Management & Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$16.69 - $18.06 $4.28 Million - $4.64 Million	-256,718 Reduced 80.7%	61,388 $1.09 Million
Q4 2022 Jan 20, 2023	BUY	$16.35 - $17.47 $282,266 - $301,602	17,264 Added 5.74%	318,106 $0
Q3 2022 Nov 01, 2022	BUY	$15.67 - $18.22 $4.22 Million - $4.9 Million	269,171 Added 849.9%	300,842 $4.59 Million
Q2 2022 Jul 28, 2022	BUY	$16.85 - $19.84 $533,656 - $628,352	31,671 New	31,671 $542,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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