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

Shares Held

4.59M

Call Options Held

Put Options Held

Horizon Wealth Management, LLC

535K
Shares

$8.52 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

534K
Shares

$8.51 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

500K
Shares

$7.97 Million
0.0% of portfolio
Hedeker Wealth, LLC

461K
Shares

$7.34 Million
1.9% of portfolio
David R. Rahn & Associates Inc.

305K
Shares

$4.86 Million
1.65% of portfolio

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