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
Q3 2022 Nov 01, 2022	SELL	$31.99 - $122.01 $657,458 - $2.51 Million	-20,552 Reduced 84.16%	3,868 $372,000
Q2 2022 Jul 28, 2022	SELL	$101.31 - $122.44 $60,786 - $73,464	-600 Reduced 2.4%	24,420 $2.49 Million
Q1 2022 Apr 18, 2022	BUY	$112.99 - $126.4 $256,374 - $286,801	2,269 Added 9.97%	25,020 $3 Million
Q4 2021 Feb 03, 2022	BUY	$115.84 - $130.08 $2.64 Million - $2.96 Million	22,751 New	22,751 $2.8 Million

Others Institutions Holding RWJ

# of Institutions

190

Shares Held

20.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$138 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$106 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$90.5 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.33M
Shares

$63.3 Million
5.62% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$61.4 Million
0.08% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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