Zimmermann Investment Management & Planning LLC Utilities Sector Spdr 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 2024 Jul 26, 2024	BUY	$62.77 - $72.87 $1,129 - $1,311	18 Added 0.56%	3,229 $220,000
Q1 2024 Apr 22, 2024	BUY	$59.95 - $65.65 $192,499 - $210,802	3,211 New	3,211 $210,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.07 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.03 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$907 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$660 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$430 Million
0.21% of portfolio

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