Zimmermann Investment Management & Planning LLC Victory Portfolios Ii Victorys Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 56,920 shares of USTB stock, worth $2.86 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
56,920
Previous 47,553 19.7%
Holding current value
$2.86 Million
Previous $2.37 Million 22.13%
% of portfolio
1.01%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$49.79 - $50.91 $466,382 - $476,873
9,367 Added 19.7%
56,920 $2.89 Million
Q2 2024

Jul 26, 2024
BUY
$49.39 - $49.98 $987,602 - $999,400
19,996 Added 72.56%
47,553 $2.37 Million
Q1 2024

Apr 22, 2024
BUY
$49.44 - $49.9 $713,122 - $719,757
14,424 Added 109.83%
27,557 $1.37 Million
Q4 2023

Jan 22, 2024
BUY
$48.37 - $49.72 $635,243 - $652,972
13,133 New
13,133 $651,000

Others Institutions Holding USTB

# of Institutions
97
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II VICTORYS

USTB Quotes by TradingView
  • Ticker USTB
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