Zimmermann Investment Management & Planning LLC Pacer Fds Tr Trendpliot 100 Et Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 5,587 shares of PTNQ stock, worth $430,645. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,587

Previous 9,687 42.32%

Holding current value

$430,645

Previous $698,000 41.4%

% of portfolio

0.14%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$68.53 - $74.13 $280,973 - $303,933	-4,100 Reduced 42.32%	5,587 $409,000
Q2 2024 Jul 26, 2024	SELL	$66.23 - $72.41 $2.08 Million - $2.27 Million	-31,377 Reduced 76.41%	9,687 $698,000
Q1 2024 Apr 22, 2024	SELL	$64.19 - $68.86 $3.15 Million - $3.38 Million	-49,140 Reduced 54.48%	41,064 $2.82 Million
Q4 2023 Jan 22, 2024	BUY	$60.46 - $66.5 $1.54 Million - $1.69 Million	25,473 Added 39.35%	90,204 $5.89 Million
Q3 2023 Oct 31, 2023	BUY	$61.14 - $63.69 $3.96 Million - $4.12 Million	64,731 New	64,731 $3.98 Million

Others Institutions Holding PTNQ

# of Institutions

134

Shares Held

10.4M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPLIOT 100 ET

Ticker PTNQ
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Zimmermann Investment Management & Planning LLC Pacer Fds Tr Trendpliot 100 Et Transaction History