Zimmermann Investment Management & Planning LLC First Tr ETF Vi Smid Cap Risin Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$32.65 - $36.69 $785,265 - $882,431	24,051 New	24,051 $874,000

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

169M

Call Options Held

6.7K

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$811 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$693 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$471 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$393 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$263 Million
0.02% of portfolio

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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