Zimmermann Investment Management & Planning LLC Riverfront Strategic Income Fd Transaction History
Zimmermann Investment Management & Planning LLC
- $263 Million
- Q1 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Riverfront Strategic Income Fd stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 32,691 shares of RIGS stock, worth $745,681. This represents 0.28% of its overall portfolio holdings.
Number of Shares
32,691
Previous 17,796
83.7%
Holding current value
$745,681
Previous $412,000
81.31%
% of portfolio
0.28%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding RIGS
# of Institutions
47Shares Held
2.88MCall Options Held
0Put Options Held
0-
Elevated Capital Advisors, LLC Sandy, UT548KShares$12.5 Million3.63% of portfolio
-
Morgan Stanley New York, NY273KShares$6.22 Million0.0% of portfolio
-
River Front Investment Group, LLC Richmond, VA235KShares$5.35 Million0.15% of portfolio
-
Cambridge Investment Research Advisors, Inc.196KShares$4.47 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ156KShares$3.56 Million0.01% of portfolio