Zimmermann Investment Management & Planning LLC Invesco S&P Smallcap Value Wit Transaction History
Zimmermann Investment Management & Planning LLC
- $287 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
9.34MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.64MShares$89.3 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC690KShares$37.5 Million0.06% of portfolio
-
Cwm, LLC673KShares$36.6 Million0.16% of portfolio
-
Morgan Stanley New York, NY587KShares$32 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$25.7 Million0.0% of portfolio