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

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	$43.16 - $46.26 $768,420 - $823,613	-17,804 Reduced 18.33%	79,309 $3.67 Million
Q1 2023 Apr 25, 2023	BUY	$43.27 - $46.92 $4.2 Million - $4.56 Million	97,113 New	97,113 $4.39 Million

Others Institutions Holding VSDA

# of Institutions

Shares Held

2.41M

Call Options Held

Put Options Held

Pinnacle Financial Partners Inc

454K
Shares

$25 Million
0.49% of portfolio
Great Valley Advisor Group, Inc.

364K
Shares

$20 Million
0.5% of portfolio
Morgan Stanley New York, NY

284K
Shares

$15.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

265K
Shares

$14.6 Million
0.01% of portfolio
Investors Research Corp

217K
Shares

$12 Million
2.59% of portfolio

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