Zimmermann Investment Management & Planning LLC Global X Fds Data Ctr Reits & Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$14.92 - $18.36 $325,852 - $400,982	-21,840 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$16.3 - $18.61 $355,992 - $406,442	21,840 New	21,840 $404,000

Others Institutions Holding VPN

# of Institutions

119

Shares Held

7.17M

Call Options Held

53.4K

Put Options Held

20.8K

Lpl Financial LLC Fort Mill, SC

837K
Shares

$13.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

687K
Shares

$10.9 Million
0.0% of portfolio
Hedeker Wealth, LLC

589K
Shares

$9.38 Million
2.63% of portfolio
Horizon Wealth Management, LLC

535K
Shares

$8.52 Million
1.44% of portfolio
Cetera Investment Advisers Schaumburg, IL

455K
Shares

$7.24 Million
0.01% of portfolio

View Full List

About GLOBAL X FDS DATA CTR REITS &

Ticker VPN
Sector ETFs
Industry ETFs

More about VPN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Account