Zimmermann Investment Management & Planning LLC Spdr Index Shs Fds Call Options Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding QWLD

# of Institutions

Shares Held

693K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

282K
Shares

$35.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

53.4K
Shares

$6.75 Million
0.01% of portfolio
Assetmark, Inc

38.3K
Shares

$4.84 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

23.9K
Shares

$3.02 Million
0.01% of portfolio
Sym Financial Corp

23.7K
Shares

$3 Million
0.41% of portfolio

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