Zimmermann Investment Management & Planning LLC Spdr Portfolio S&P 600 Small C Transaction History
Zimmermann Investment Management & Planning LLC
- $282 Million
- Q2 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 24,560 shares of SPSM stock, worth $1.11 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
24,560
Previous 61,763
60.24%
Holding current value
$1.11 Million
Previous $2.66 Million
61.66%
% of portfolio
0.36%
Previous 1.01%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$816 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$665 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$293 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$252 Million0.04% of portfolio